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For Companies At a Glance
- Tasks: Manage and customise investment portfolios to meet client goals.
- Company: Join a leading UK investment management firm with a prestigious history.
- Benefits: Enjoy hybrid working, competitive salary, and additional benefits.
- Why this job: Be part of a dynamic team focused on growth and continuous learning.
- Qualifications: CISI Level 6 or 7 required; client-focused approach essential.
- Other info: Collaborative culture where ideas are valued and shared.
Basic Salary - £70,000 - £105,000 pa
Additional - Benefits + Comms
Working Engagement: Hybrid = 2 in Office vs. 3 at Home; or 1 vs. 4
Company - UK based Independent Stockbroking Business
Annular Group have partnered with a leading UK based Investment Management business that have a prestigious history as a market leader, and are entering their next phase of growth.
The Role of the Investment Manager
As an Investment Manager, you will be instrumental in crafting, advising, and managing bespoke portfolios aimed at meeting clients’ investment goals within specified timelines. Leveraging your expertise, you will provide innovative and strategic solutions to enhance clients' wealth. You will inherit an existing portfolio and utilise your comprehensive knowledge of investments and stock markets to expand your client network. Supported by a dynamic team, you will be empowered to attract new business as part of our ambitious growth strategy. This is a dynamic role with ample opportunity for professional growth. You'll be part of a collaborative team that values openness, continuous learning, and the sharing of knowledge, always striving to improve our practices.
Duties & Responsibilities as the Investment Portfolio Manager
- Manage a variety of advisory and discretionary portfolios, customising them to meet clients' investment objectives.
- Foster and elevate client relationships to exceptional standards.
- Develop portfolios considering clients' suitability, performance goals, and tax implications.
- Engage in marketing, business development, and networking activities, including preparing and delivering pitches and presentations to prospective and existing clients.
- Participate actively in investment and research committee meetings.
- Contribute to the firm’s long-term strategic goals.
Qualifications & Experience
- Minimum CISI Level 6 or 7
- A strong commitment to a friendly, client-focused approach.
- An established network of professional contacts.
- Experience managing an existing client portfolio.
The Company at a further glance
The company's mission is to deliver exceptional personal investment services that enhance clients’ wealth. They pride themselves on fostering a culture of open communication and collaborative working. Here, managers and directors work side-by-side with their teams, and everyone is encouraged to share ideas and contribute to continuous improvement.
If you’re looking to embark on the next phase of this exciting journey, then apply with your CV and we will be in touch to discuss the position in further detail.
Investment Manager / Wealth Manager employer: CV-Library
Contact Detail:
CV-Library Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Manager / Wealth Manager
✨Tip Number 1
Network actively within the investment community. Attend industry events, webinars, and local meetups to connect with professionals in the field. Building relationships can lead to referrals and insights about job openings.
✨Tip Number 2
Showcase your expertise by engaging in discussions on platforms like LinkedIn. Share articles, comment on trends, and participate in relevant groups to establish yourself as a knowledgeable professional in investment management.
✨Tip Number 3
Prepare for interviews by researching the company’s history, values, and recent developments. Understanding their approach to client relationships and portfolio management will help you align your answers with their expectations.
✨Tip Number 4
Consider reaching out to current employees for informational interviews. This can provide you with insider knowledge about the company culture and expectations, which can be invaluable during the application process.
We think you need these skills to ace Investment Manager / Wealth Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in investment management and wealth advisory. Emphasise your qualifications, such as CISI Level 6 or 7, and any previous roles where you managed client portfolios.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and the company. Mention how your skills align with their mission to enhance clients' wealth and your commitment to a client-focused approach.
Highlight Your Network: In your application, mention your established network of professional contacts. This is crucial for the role, so provide examples of how you've leveraged these connections in past positions.
Showcase Your Strategic Thinking: Demonstrate your ability to develop bespoke investment portfolios by providing examples of past successes. Discuss how you consider clients' suitability, performance goals, and tax implications in your strategies.
How to prepare for a job interview at CV-Library
✨Showcase Your Expertise
As an Investment Manager, it's crucial to demonstrate your deep understanding of investment strategies and market trends. Be prepared to discuss specific examples from your past experience where you've successfully managed portfolios or provided innovative solutions for clients.
✨Highlight Client Relationship Skills
This role emphasises exceptional client relationships. Share stories that illustrate how you've built and maintained strong connections with clients, focusing on your client-centric approach and how it has led to successful outcomes.
✨Prepare for Technical Questions
Expect questions that assess your technical knowledge, such as portfolio management techniques and tax implications. Brush up on relevant regulations and be ready to explain how you would tailor investment strategies to meet diverse client needs.
✨Demonstrate Team Collaboration
Since the company values a collaborative culture, be sure to mention your experiences working in teams. Discuss how you've contributed to group projects or initiatives, particularly in investment committees or business development activities.
