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- Tasks: Manage and grow client relationships while providing bespoke investment advice.
- Company: Established wealth management firm with a strong reputation in the HNW/UHNW market.
- Benefits: Competitive salary up to £80,000 plus bonuses and full package.
- Why this job: Join a dynamic team and make a real impact on clients' financial futures.
- Qualifications: Must be qualified to CISI Level 6 (PCIAM) with proven investment advice experience.
- Other info: Exciting opportunity for career growth in a supportive environment.
The predicted salary is between 57600 - 84000 £ per year.
A well established and growing national wealth management firm require an additional Investment Manager in the Highlands. The firm, who are renowned for their experience within the HNW/UHNW market, are looking for a qualified and experienced individual with a solid and successful background providing private client investment advice to individuals, charities and professional intermediaries.
You will be responsible for the management and growth of relationships with the firm's existing and new clients, developing an in-depth understanding of their personal circumstances, risk profile and investment objectives, and will use this knowledge to provide bespoke investment advice. You will be locally resident and as this is a regulated position you must be qualified to CISI Level 6 (PCIAM) as an absolute minimum.
You will also be responsible for the generation of new business, utilising your business development mindset to identify and acquire new clients. There will also be some internal referrals to assist you develop the existing book.
This is a fantastic opportunity for a qualified investment professional with proven experience of providing quality investment advice to HNW/UHNW individuals.
Investment Manager in Inverness employer: Eden Rose
Contact Detail:
Eden Rose Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Manager in Inverness
✨Tip Number 1
Network like a pro! Get out there and connect with people in the investment world. Attend industry events, join local finance groups, and don’t be shy about reaching out on LinkedIn. The more connections you make, the better your chances of landing that dream job.
✨Tip Number 2
Showcase your expertise! Prepare a portfolio or case studies that highlight your successful investment strategies and client relationships. When you get the chance to chat with potential employers, share these insights to demonstrate your value and experience.
✨Tip Number 3
Be proactive in your job search! Don’t just wait for job postings to appear. Reach out directly to firms you admire, even if they’re not advertising positions. A well-crafted email expressing your interest can open doors you didn’t even know existed.
✨Tip Number 4
Apply through our website! We’ve got a streamlined application process that makes it easy for you to showcase your skills. Plus, it shows you’re serious about joining our team. So, don’t hesitate – hit that apply button and let’s get started!
We think you need these skills to ace Investment Manager in Inverness
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects your experience in providing private client investment advice. Highlight your qualifications, especially your CISI Level 6 (PCIAM), and any successful relationships you've built with HNW/UHNW clients.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you're the perfect fit for the Investment Manager role. Share specific examples of how you've managed client relationships and generated new business in the past.
Showcase Your Business Development Skills: Since this role involves generating new business, be sure to mention any strategies or successes you've had in acquiring new clients. We want to see your business development mindset in action!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates!
How to prepare for a job interview at Eden Rose
✨Know Your Stuff
Make sure you brush up on your investment knowledge, especially around HNW/UHNW markets. Be ready to discuss specific strategies you've used in the past and how they benefited your clients. This shows you're not just qualified but also experienced.
✨Understand the Firm's Values
Research the wealth management firm thoroughly. Understand their approach to client relationships and investment philosophy. This will help you tailor your answers to align with their values and demonstrate that you're a good fit for their culture.
✨Showcase Your Business Development Skills
Prepare examples of how you've successfully generated new business in previous roles. Highlight your ability to identify potential clients and how you've built relationships that led to successful investments. This is crucial for the role!
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's growth plans and how they support their Investment Managers. This not only shows your interest in the role but also gives you insight into how you can contribute to their success.