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- Tasks: Develop and manage tailored investment portfolios for private clients and intermediaries.
- Company: Join a niche Wealth Management firm expanding its team in Surrey and Berkshire.
- Benefits: Enjoy a competitive salary up to £90,000 plus bonuses and a full benefits package.
- Why this job: Be part of a dynamic team where your expertise directly impacts client success and satisfaction.
- Qualifications: Must be Level 6 qualified via CISI with experience as a UK Discretionary Investment Manager.
- Other info: Contact Chris for an initial discussion about this exciting opportunity.
The predicted salary is between 54000 - 126000 £ per year.
A niche Wealth Management firm are looking to grow their team of investment managers across Surrey and Berkshire.
You will be responsible for developing investment business from your own private client and intermediary connections, utilising your expertise and knowledge to create, advise and manage individually tailored portfolios that are designed to achieve your client’s investment objectives within their agreed timescales.
You ABSOLUTELY MUST BE QUALIFIED TO LEVEL 6 VIA THE CISI and have a proven background as a UK Discretionary Investment Manager, handling the whole gambit of complex investment matters. You will have a demonstrable track record closing new high end investor business, exceptional communication skills and the drive to succeed. The potential to leverage existing business, to some degree, is essential although each case will be viewed on its own merits.
For an initial discussion please contact Chris on 07784 945190, email or reply directly to this posting.
Investment Manager employer: Eden Rose
Contact Detail:
Eden Rose Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Manager
✨Tip Number 1
Network with professionals in the wealth management sector. Attend industry events, seminars, or webinars where you can meet potential colleagues and clients. Building relationships can lead to referrals and opportunities that may not be advertised.
✨Tip Number 2
Showcase your expertise by sharing insights on investment strategies through social media platforms like LinkedIn. Engaging with relevant content can help you establish yourself as a thought leader in the field, making you more attractive to potential employers.
✨Tip Number 3
Consider reaching out directly to the hiring manager or team at the company. A personalised message expressing your interest in the role and highlighting your qualifications can set you apart from other candidates.
✨Tip Number 4
Prepare for potential interviews by researching the firm’s investment philosophy and recent performance. Being knowledgeable about their approach will allow you to tailor your responses and demonstrate your genuine interest in the position.
We think you need these skills to ace Investment Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your qualifications, particularly your Level 6 CISI certification. Emphasise your experience as a UK Discretionary Investment Manager and any successful investment portfolios you've managed.
Craft a Compelling Cover Letter: In your cover letter, showcase your communication skills and your ability to develop investment business. Mention specific examples of how you've closed high-end investor business in the past.
Highlight Relevant Experience: Detail your experience with complex investment matters and your approach to creating tailored portfolios. This will demonstrate your expertise and suitability for the role.
Proofread Your Application: Before submitting, carefully proofread your application for any errors or typos. A polished application reflects your attention to detail and professionalism, which is crucial in the investment management field.
How to prepare for a job interview at Eden Rose
✨Showcase Your Qualifications
Make sure to highlight your Level 6 qualification via the CISI during the interview. This is a crucial requirement for the role, so be prepared to discuss how your qualifications have equipped you to handle complex investment matters.
✨Demonstrate Your Track Record
Be ready to provide specific examples of your past successes in closing high-end investor business. Use metrics and figures to illustrate your achievements, as this will help build credibility with the interviewers.
✨Communicate Effectively
Exceptional communication skills are essential for this role. Practice articulating your thoughts clearly and concisely, and be prepared to engage in discussions about investment strategies and client management.
✨Leverage Your Network
Discuss how you can leverage your existing private client and intermediary connections to develop new business. Be specific about your approach and how it aligns with the company's goals, showing that you understand their needs.
