At a Glance
- Tasks: Manage client investments and develop new business opportunities in the South West.
- Company: Reputable national investment management firm with a strong presence.
- Benefits: Competitive salary up to £100,000 plus bonuses and comprehensive benefits package.
- Other info: Opportunity for career growth and to build lasting client relationships.
- Why this job: Join a dynamic team and make a real impact in the investment industry.
- Qualifications: Must be Level 6 (PCIAM) qualified and have experience as a UK discretionary Investment Manager.
The predicted salary is between 100000 - 100000 £ per year.
A well-known national investment management firm are looking for an additional Investment Manager to assist with the continued development of the company across the South West, based out of Bristol.
Your focus will be a combination of maintaining existing client relationships and developing additional private client business from your own and new individual connections, as well as professional intermediaries.
You will have a genuine interest in all aspects of the investment industry, the ability to build and maintain long lasting and profitable relationships, and recognise new opportunities as and when they arise.
Candidate
- You ABSOLUTELY MUST BE LEVEL 6 (PCIAM) QUALIFIED VIA THE CISI.
- Have solid experience as a UK discretionary Investment Manager and have a business development mindset that will allow you to develop quality business from all sources.
- A book of existing business, to some degree, is essential, but each case will be considered on its own merits.
For an initial discussion please contact Chris Smith on 07784 945190, email or apply directly via this posting.
Investment Manager/Director in Bath employer: Eden Rose
As a leading national investment management firm, we pride ourselves on fostering a dynamic and supportive work culture in Bristol, where our employees are encouraged to grow and thrive. With competitive salaries, performance bonuses, and a commitment to professional development, we offer our Investment Managers the opportunity to build meaningful client relationships while contributing to the firm's expansion in the South West. Join us to be part of a collaborative team that values innovation and excellence in the investment industry.
StudySmarter Expert Advice🤫
We think this is how you could land Investment Manager/Director in Bath
✨Tip Number 1
Network like a pro! Get out there and connect with industry professionals, attend investment seminars, and join local finance groups. The more people you know, the better your chances of landing that Investment Manager role.
✨Tip Number 2
Showcase your expertise! Prepare to discuss your previous successes in managing investments and building client relationships. We want to see how you can bring value to the firm, so have those examples ready for your interviews.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in keeping you top of mind. It shows your enthusiasm for the role and reinforces your professionalism—traits that are crucial for an Investment Manager.
✨Tip Number 4
Apply through our website! We make it easy for you to submit your application directly, ensuring it gets into the right hands. Plus, it shows you're serious about joining our team and helps us keep track of your application.
We think you need these skills to ace Investment Manager/Director in Bath
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Investment Manager/Director role. Highlight your Level 6 (PCIAM) qualification and relevant experience in investment management. We want to see how your skills align with what we’re looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re passionate about the investment industry and how you can contribute to our team. Don’t forget to mention your business development mindset and existing client relationships.
Showcase Your Achievements:When detailing your experience, focus on specific achievements that demonstrate your ability to build and maintain profitable relationships. We love numbers, so if you can quantify your success, even better!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates. Plus, it shows you’re keen to join our team!
How to prepare for a job interview at Eden Rose
✨Know Your Numbers
As an Investment Manager/Director, you’ll need to be on top of your game with financial metrics. Brush up on key performance indicators and recent market trends relevant to the firm. This will not only show your expertise but also your genuine interest in the investment industry.
✨Showcase Your Relationships
Since maintaining and developing client relationships is crucial, come prepared with examples of how you've successfully built and nurtured these connections in the past. Highlight any existing book of business you have and how it can benefit the company.
✨Demonstrate Your Business Development Mindset
Be ready to discuss your strategies for identifying new opportunities. Think about specific instances where you’ve successfully developed new business and be prepared to share those stories. This will illustrate your proactive approach and business acumen.
✨Prepare Questions That Matter
Interviews are a two-way street. Prepare insightful questions that reflect your understanding of the firm’s goals and challenges in the South West market. This shows that you’re not just interested in the role, but also in how you can contribute to the company's success.
