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For Companies At a Glance
- Tasks: Develop and manage tailored investment portfolios for private clients and intermediaries.
- Company: Respected Wealth Management firm expanding in the Midlands and North of England.
- Benefits: Competitive salary up to £130,000 plus excellent bonuses.
- Why this job: Join a growing team and make a real impact in investment management.
- Qualifications: Must be Level 6 qualified via CISI with proven investment management experience.
- Other info: Full-time role with opportunities for career advancement in finance.
The predicted salary is between 78000 - 130000 £ per year.
A well respected and expanding Wealth Management firm are looking to grow their team of Investment Managers across the Midlands and North of England.
Role
You will be responsible for developing investment business from your own private client and intermediary connections as well as liaising with the financial planning team, in order to build and maintain long lasting and profitable relationships. Utilising your expertise and knowledge, you will create, advise and manage individually tailored portfolios that are designed to achieve your client's investment objectives within the agreed timescales.
Candidate
You ABSOLUTELY MUST BE QUALIFIED TO LEVEL 6 VIA THE CISI and have a proven background as a UK Discretionary Investment Manager, handling the entire range of complex investment matters. You will be result focused, have a demonstrable track record of 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 the level will be viewed on a case by case basis.
Contact
Contact Chris for an initial discussion on 07784 945190, email chris.smith@weareedenrose.com or reply direct via this posting.
Details
- Seniority level: Mid-Senior level
- Employment type: Full-time
- Job function: Finance, Sales, and Consulting
- Industries: Financial Services, Investment Management, and Investment Banking
Senior Investment Manager/Director in London employer: Eden Rose
Contact Detail:
Eden Rose Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Investment Manager/Director in London
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join investment forums, and don’t be shy about reaching out to potential contacts on LinkedIn. Remember, it’s all about building those relationships that can lead to job opportunities.
✨Showcase Your Expertise
When you get the chance to chat with potential employers, make sure to highlight your qualifications and experience. Share specific examples of how you've successfully managed portfolios and closed high-end investor business. This is your time to shine!
✨Follow Up Like a Boss
After any meeting or interview, don’t forget to follow up! A quick thank-you email can go a long way in keeping you top of mind. It shows your enthusiasm for the role and reinforces your professionalism.
✨Apply Through Our Website
We’ve got some fantastic opportunities listed on our website, so make sure to check them out! Applying directly through us not only streamlines the process but also gives you a better chance of standing out to hiring managers.
We think you need these skills to ace Senior Investment Manager/Director in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Senior Investment Manager role. Highlight your Level 6 CISI qualification and any relevant experience in managing discretionary investments. We want to see how your background aligns 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. Mention your proven track record in closing high-end investor business and how you can leverage existing connections to benefit our team.
Showcase Your Communication Skills: Exceptional communication skills are key for this position. In your application, demonstrate how you’ve successfully built and maintained client relationships in the past. We love seeing examples of how you’ve communicated complex investment matters clearly.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep everything organised and ensures your application gets the attention it deserves. Don’t miss out on this opportunity!
How to prepare for a job interview at Eden Rose
✨Know Your Numbers
As a Senior Investment Manager, you’ll need to demonstrate your expertise in managing portfolios. Brush up on your past performance metrics and be ready to discuss specific examples of how you've achieved investment objectives for clients.
✨Showcase Your Network
Since building relationships is key, prepare to talk about your existing connections with private clients and intermediaries. Highlight any successful collaborations that have led to new business opportunities, as this will show your potential value to the firm.
✨Master the Art of Communication
Exceptional communication skills are a must. Practice articulating complex investment strategies in a clear and concise manner. Consider role-playing with a friend to refine your delivery and ensure you can engage effectively with both clients and colleagues.
✨Demonstrate Your Drive
Be prepared to discuss your track record of closing high-end investor business. Share specific examples of challenges you've faced and how your determination helped you overcome them. This will illustrate your results-focused mindset and commitment to success.
