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- Tasks: Manage client relationships and develop new business in the investment sector.
- Company: Join a leading national investment management firm with a strong reputation.
- Benefits: Enjoy a competitive salary, bonuses, and a comprehensive benefits package.
- Why this job: Be part of a dynamic team focused on growth and client success in a thriving industry.
- Qualifications: Must be Level 6 qualified via CISI with experience as a UK discretionary Investment Manager.
- Other info: Contact Chris Smith for an initial discussion or apply directly.
The predicted salary is between 54000 - 126000 £ per year.
Investment Manager – Leeds, West Yorkshire
Basic up to £90,000 plus bonus and full package
Company
A well-known national investment management firm are looking for an additional Investment Manager to assist with the continued development of the company in Leeds and across Yorkshire.
Role
Whilst advantageous, an existing book of business is not essential as there are existing clients, but your focus will be a combination of maintaining existing client relationships and developing additional private client business from your own and new individual connections as well as professional intermediary connections. You will have a solid background in the UK private client investment field and 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 is essential.
Candidate
You ABSOLUTELY MUST BE LEVEL 6 QUALIFIED VIA THE CISI as a minimum, have experience as a UK discretionary Investment Manager and have a business development mindset that will allow you to develop quality business from all sources. A moderate active book of private client and intermediary connections will be required.
For an initial discussion please contact Chris Smith on 07784 945190, email or apply directly via 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 actively within the investment community in Leeds and Yorkshire. Attend local finance events, seminars, and workshops to meet potential clients and intermediaries who could refer business your way.
✨Tip Number 2
Leverage social media platforms like LinkedIn to connect with industry professionals. Share insights and engage in discussions related to investment management to showcase your expertise and attract attention from potential clients.
✨Tip Number 3
Consider reaching out to existing clients for referrals. A personal touch can go a long way; ask satisfied clients if they know anyone who might benefit from your services, which can help you build your book of business.
✨Tip Number 4
Stay updated on market trends and investment strategies. Being knowledgeable about current events and changes in the investment landscape will not only boost your confidence but also impress potential clients during conversations.
We think you need these skills to ace Investment Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in the UK private client investment field. Emphasise your Level 6 qualification via the CISI and any relevant business development achievements.
Craft a Compelling Cover Letter: In your cover letter, express your genuine interest in the investment industry. Discuss how your skills align with maintaining existing client relationships and developing new business opportunities.
Showcase Your Connections: If you have a moderate active book of private client and intermediary connections, mention this in your application. Highlight specific examples of how you've successfully built and maintained these relationships.
Proofread Your Application: Before submitting, carefully proofread your application for any errors or typos. A polished application reflects your attention to detail, 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 must-have for the role, so be prepared to discuss how your qualifications have equipped you for success in investment management.
✨Demonstrate Relationship-Building Skills
Since maintaining and developing client relationships is key, come prepared with examples of how you've successfully built long-lasting connections in the past. Discuss specific strategies you've used to nurture these relationships.
✨Discuss Your Business Development Mindset
Be ready to talk about your approach to business development. Share instances where you've identified new opportunities and successfully converted them into clients, showcasing your proactive attitude towards growth.
✨Stay Informed About the Investment Industry
Show your genuine interest in the investment industry by discussing recent trends or news that could impact private client investments. This will demonstrate your passion and commitment to staying updated in the field.