At a Glance
- Tasks: Manage and advise on client investment portfolios while providing top-notch service.
- Company: Reputable national Asset Management firm with a strong track record.
- Benefits: Competitive salary up to £100,000 plus bonuses and comprehensive package.
- Other info: Focus on client relationships and growth opportunities in a supportive environment.
- Why this job: Join a successful team and make a real difference in clients' financial journeys.
- Qualifications: Must be Level 6 qualified via CISI with a solid background in investment management.
The predicted salary is between 100000 - 100000 £ per year.
A well established and highly regarded national Asset Management firm with an excellent track record of delivering results in the private client sector. Well capitalised and highly profitable, they are looking for an additional Investment Manager to continue their development of their offices in Leeds.
Essentially you will be responsible for managing and advising on both existing and new client investment portfolios. The key is to provide the highest level of service for your clients, growing your portfolios through referrals and repeat business. New business is of course important, but the focus is not on business development to the detriment of client service.
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 will have a solid background as a UK private client discretionary Investment Manager.
- You ABSOLUTELY MUST BE QUALIFIED TO LEVEL 6 VIA THE CISI as a minimum.
- A small/moderate book of direct business is essential (somewhere in the region of £30m over 24 months) as is the desire to always put the client first.
- Exceptional communication skills and the drive to succeed are prerequisites.
Contact Chris on 07784 945190, email or reply directly to this posting.
Investment Manager in Bradford employer: Eden Rose
As a leading national Asset Management firm, we pride ourselves on our commitment to delivering exceptional client service and fostering a collaborative work environment. Our Leeds office offers a dynamic culture where investment professionals can thrive, with ample opportunities for personal and professional growth, competitive compensation packages, and a focus on maintaining long-term client relationships. Join us to be part of a well-capitalised and profitable team that values your expertise and dedication.
StudySmarter Expert Advice🤫
We think this is how you could land Investment Manager in Bradford
✨Tip Number 1
Network like a pro! Get out there and connect with industry professionals, attend investment seminars, or join relevant online forums. 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 investment successes and how you've managed client portfolios. We want to see your passion for the investment industry shine through in conversations.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or mentors to refine your communication skills. Being able to articulate your thoughts clearly is key to impressing potential employers.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Investment Manager in Bradford
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Investment Manager role. Highlight your experience in managing client portfolios and your qualifications, especially your Level 6 CISI certification. We want to see how your background aligns with our needs!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to express your genuine interest in the investment industry and how you prioritise client service. Let us know why you’re the perfect fit for our team in Leeds or Sheffield.
Showcase Your Communication Skills:Exceptional communication skills are a must for this role. In your application, demonstrate how you've successfully built and maintained client relationships in the past. We love seeing real examples of your success!
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. We can’t wait to hear from you!
How to prepare for a job interview at Eden Rose
✨Know Your Numbers
As an Investment Manager, you’ll need to demonstrate a solid understanding of your portfolio performance. Brush up on your recent investments and be ready to discuss specific figures, such as returns and growth rates. This shows you’re not just about the theory but also about real-world results.
✨Client-Centric Mindset
Since the role emphasises client service, prepare examples that showcase how you've prioritised client needs in your previous roles. Think about times when you went above and beyond for a client or turned a challenging situation into a positive outcome.
✨Stay Updated on Market Trends
The investment landscape is always changing, so make sure you’re up-to-date with the latest market trends and news. Bring insights to the interview about how these trends could impact client portfolios, demonstrating your genuine interest in the industry.
✨Build Rapport with Interviewers
Exceptional communication skills are key for this role. Practice building rapport during the interview by engaging with your interviewers. Ask them about their experiences at the firm and share your own relevant stories to create a connection.
