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- Tasks: Provide expert investment advice and manage high-profile client relationships.
- Company: Established wealth manager aiming to elevate their business in Scotland.
- Benefits: Competitive salary up to £90,000 plus excellent bonuses.
- Why this job: Join a dynamic team and make a real impact in the investment sector.
- Qualifications: Must be CISI/CFA Level 6 qualified with a strong client portfolio.
- Other info: Exciting opportunities for career growth in a thriving environment.
The predicted salary is between 72000 - 108000 £ per year.
A well established wealth manager with a proven track record is looking to move the business to the next level with the addition of a number of qualified investment managers in strategic locations in Scotland, specifically Glasgow, Edinburgh, Stirling and Dundee.
Compensation: Basic to £90,000 plus excellent bonus structure.
Responsibilities:
- Providing discretionary, advisory and XO investment advice to new private clients.
- Development and ongoing management of high profile client relationships to ensure performance in line with their stated goals.
Candidate:
- You must be CISI/CFA Level 6 qualified as an absolute minimum.
- You will have a proven stable background as a private client investment manager within a UK private banking or wealth management environment.
- A transferable book of existing UK clients from which to leverage business opportunities is essential, somewhere in excess of £15m.
- A track record of building and maintaining long lasting profitable relationships.
For an initial conversation please contact Chris on 07784 945190, respond directly to this posting or email chris.smith@weareedenrose.com.
Seniority level: Mid-Senior level
Employment type: Full-time
Job function: Business Development, Consulting, and Finance
Industries: Investment Management, Investment Advice, and Financial Services
Investment Manager in London employer: Eden Rose
Contact Detail:
Eden Rose Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Manager in London
✨Network Like a Pro
Get out there and connect with people in the investment management field. Attend industry events, join relevant online forums, and don’t be shy about reaching out to potential colleagues or mentors. We all know that sometimes it’s not just what you know, but who you know!
✨Showcase Your Expertise
When you get the chance to chat with recruiters or during interviews, make sure to highlight your CISI/CFA qualifications and your track record with clients. We want to see how you can bring value to the table, so share those success stories that demonstrate your skills!
✨Leverage Your Existing Network
If you’ve got a transferable book of clients, use it! Talk about how you can leverage those relationships to benefit your new role. We’re all about building long-lasting connections, so show how you can maintain and grow those profitable relationships.
✨Apply Through Our Website
Don’t forget to apply directly through our website for the best chance at landing that Investment Manager role. We keep an eye on applications that come through our platform, so make sure you’re in the mix!
We think you need these skills to ace Investment Manager in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Investment Manager role. Highlight your CISI/CFA Level 6 qualifications and any relevant experience in private client investment management. We want to see how your skills align with what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role and how your existing client relationships can benefit us. Keep it concise but impactful – we love a good story!
Showcase Your Achievements: Don’t just list your responsibilities; showcase your achievements! Include specific examples of how you've built and maintained profitable client relationships, and any impressive figures that demonstrate your success. Numbers speak volumes!
Apply Through Our Website: We encourage you to apply 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 updates. Plus, it’s super easy!
How to prepare for a job interview at Eden Rose
✨Know Your Numbers
As an Investment Manager, you’ll need to be comfortable discussing financial metrics. Brush up on your key performance indicators and be ready to share how you've achieved or exceeded targets in the past. This shows you’re results-driven and understand the importance of performance.
✨Showcase Your Client Relationships
Since a transferable book of clients is essential, prepare to discuss your existing relationships. Highlight specific examples of how you've built and maintained these connections, and be ready to explain how you can leverage them for the new role.
✨Demonstrate Your Qualifications
Make sure you’re clear about your CISI/CFA Level 6 qualifications. Be prepared to discuss how your education has equipped you with the skills necessary for this role. This will reinforce your credibility and show that you’re serious about your professional development.
✨Research the Company
Familiarise yourself with Eden Rose’s values, mission, and recent developments in the investment management sector. This will not only help you tailor your answers but also demonstrate your genuine interest in the company and its goals during the interview.
