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- Tasks: Manage private client portfolios and review performance and risk strategies.
- Company: Join a well-established UK investment management firm focused on wealth and financial planning.
- Benefits: Enjoy a competitive salary, bonuses, and additional benefits.
- Why this job: This role offers the chance to build long-term client relationships and grow your professional network.
- Qualifications: Must be Level 6 CISI/CFA qualified with experience as a discretionary investment manager.
- Other info: Ideal candidates will have an existing client base to bring along.
The predicted salary is between 60000 - 84000 £ per year.
A long established, UK based, investment management company providing wealth management and financial planning services, is looking to appoint an experienced Investment Manager/Director to continue the firm’s development across central Scotland.
You will be responsible for the ongoing management of private client portfolios and the reviewing of all aspects of portfolio performance, risk monitoring and asset allocation to the agreed strategies. The position requires that the successful candidate will be able to introduce a moderate client base to the company and use their professional and personal connections to develop further new business going forward. The ability to grow and maintain long term client relationships and take advantage of new business opportunities as and when they arise is of particular importance.
You will have a track record as a UK discretionary investment manager, be result focused and demonstrate the ability to introduce new business to the company over time. You ABSOLUTELY MUST BE AT LEAST LEVEL 6 CISI/CFA QUALIFIED and have the necessary experience as a discretionary investment manager in the UK. Ideally you will have an existing client base, to some degree, to take with you.
Contact Chris on 07784 945190 for an initial discussion, email chris.smith@weareedenrose.com or reply directly via this posting.
Investment Director employer: Eden Rose
Contact Detail:
Eden Rose Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Director
✨Tip Number 1
Network actively within the investment community in Scotland. Attend industry events, seminars, and local meetups to connect with potential clients and other professionals who can refer business to you.
✨Tip Number 2
Leverage your existing connections to showcase your expertise. Reach out to former colleagues or clients who can vouch for your skills and experience as a discretionary investment manager.
✨Tip Number 3
Stay updated on market trends and investment strategies. Being knowledgeable about current financial news will help you engage in meaningful conversations with potential clients and demonstrate your value.
✨Tip Number 4
Prepare to discuss your approach to client relationship management. Be ready to share examples of how you've successfully built and maintained long-term relationships with clients in the past.
We think you need these skills to ace Investment Director
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a discretionary investment manager. Focus on your track record, client relationships, and any relevant qualifications like CISI or CFA.
Craft a Compelling Cover Letter: In your cover letter, emphasise your ability to introduce new business and manage client portfolios. Use specific examples from your past experiences to demonstrate your skills and achievements.
Highlight Relevant Qualifications: Clearly state your qualifications, especially your Level 6 CISI/CFA certification. This is a must-have for the role, so make it prominent in your application.
Showcase Your Network: Mention your existing client base and professional connections in your application. This will show the company that you have the potential to bring in new business right from the start.
How to prepare for a job interview at Eden Rose
✨Showcase Your Track Record
Be prepared to discuss your previous successes as a discretionary investment manager. Highlight specific examples where you've successfully managed portfolios, introduced new clients, or improved performance metrics.
✨Demonstrate Client Relationship Skills
Since maintaining long-term client relationships is crucial, come ready with anecdotes that illustrate your ability to build and nurture these connections. Discuss how you've turned initial meetings into lasting partnerships.
✨Understand the Company’s Strategy
Research the investment management company thoroughly. Understand their strategies, values, and market position. This will allow you to tailor your responses and show how your experience aligns with their goals.
✨Prepare for Technical Questions
Expect questions related to portfolio performance, risk monitoring, and asset allocation. Brush up on relevant financial concepts and be ready to discuss how you would apply them in real-world scenarios.