At a Glance
- Tasks: Manage and advise on client investment portfolios while delivering top-notch service.
- Company: Reputable Wealth Management firm with a strong track record in private client services.
- Benefits: Competitive salary up to £100,000 plus bonuses and comprehensive benefits package.
- Other info: Opportunity to grow your portfolio and develop lasting client relationships.
- Why this job: Join a high-end team and make a real impact in the investment industry.
- 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 Wealth Management firm with an excellent track record of delivering results in the private client sector are looking for an additional Investment Manager to continue their development of their office in Manchester and the wider North West.
You will be responsible for managing and advising on both existing and new client investment portfolios and, as a senior member of an already well established high end team, you will play an important part in further developing the brand within the region.
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.
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 book of business is essential (somewhere in the region of £25m+) as is the desire to always put the client first. Exceptional communication skills and the drive to succeed are prerequisites.
Contact Chris for an initial discussion on 07784 945190, email or reply direct via this posting.
Locations
Private Client Investment Manager in Cheshire, Warrington employer: Eden Rose
Join a prestigious Wealth Management firm in Manchester, where you will thrive in a supportive and collaborative work culture that prioritises client service above all. With competitive compensation, including a basic salary of up to £100,000 plus bonuses, and ample opportunities for professional growth, this role offers a unique chance to develop your career while making a meaningful impact on clients' financial futures. The firm values long-term relationships and provides a platform for you to excel as a Private Client Investment Manager in the vibrant North West region.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Investment Manager in Cheshire, Warrington
✨Tip Number 1
Network like a pro! Get out there and connect with industry professionals, attend events, and join relevant groups. The more people you know, the better your chances of landing that Private Client Investment Manager role.
✨Tip Number 2
Show off your expertise! When you get the chance to chat with potential employers, make sure to highlight your experience managing client portfolios and your qualifications. We want them to see you as the go-to expert in the investment field.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in keeping you top of mind. Remind them why you're the perfect fit for their team and how you can help grow their brand in Manchester.
✨Tip Number 4
Apply through our website! We’ve got loads of resources to help you ace your job search. Plus, applying directly shows your commitment and interest in the role. Let’s get you that dream job!
We think you need these skills to ace Private Client Investment Manager in Cheshire, Warrington
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Private Client 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 focus on exceptional client service.
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 can contribute to our team. Share specific examples of how you've built long-lasting client relationships and delivered results in previous roles.
Showcase Your Communication Skills:As communication is key in this role, make sure your application reflects your exceptional communication skills. Whether it's through clear and concise writing or by providing examples of successful client interactions, we want to see how you connect with clients and colleagues alike.
Apply Through Our Website:We encourage you to apply directly through our website for the best chance of getting noticed. It’s the easiest way for us to keep track of your application and ensures you’re considered for the role. Don’t miss out on this opportunity!
How to prepare for a job interview at Eden Rose
✨Know Your Numbers
As a Private Client Investment Manager, you’ll need to be on top of your game with numbers. Brush up on your portfolio management skills and be ready to discuss specific figures from your previous experience. This shows you’re not just talking the talk but can walk the walk.
✨Client-Centric Mindset
Make sure to highlight your commitment to client service during the interview. Prepare examples of how you've prioritised client needs in the past, especially when it comes to managing portfolios. This will demonstrate that you understand the importance of building long-lasting relationships.
✨Show Your Passion for Investments
The investment industry is ever-evolving, so show your genuine interest! Be prepared to discuss recent market trends or investment strategies that excite you. This will help convey your enthusiasm and dedication to the role.
✨Prepare Questions
Interviews are a two-way street, so come armed with insightful questions about the firm’s approach to wealth management and client service. This not only shows your interest but also helps you gauge if the company aligns with your values and career goals.
