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- Tasks: Develop and manage private client investment portfolios across Scotland.
- Company: Prominent wealth management firm with a strong reputation.
- Benefits: Excellent salary, bonus potential, and career advancement opportunities.
- Why this job: Join a leading firm and make a significant impact on clients' financial success.
- Qualifications: CISI/CFA Level 6 qualification and experience managing high-value client portfolios.
- Other info: Full-time role focused on advisory services and client relationship management.
The predicted salary is between 72000 - 108000 £ per year.
A prominent wealth management firm in Scotland is looking for an Associate Director to develop the private client investment market across Scotland. Candidates must possess a CISI/CFA Level 6 qualification and have a track record as a private client investment manager with a client portfolio exceeding £15m.
This full-time role focuses on providing advisory services and managing key client relationships, ensuring alignment with their financial objectives. Excellent salary and bonus potential available.
Senior Private Client Investment Manager (UK) in London employer: Eden Rose
Contact Detail:
Eden Rose Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Private Client Investment Manager (UK) in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management sector and let them know you're on the lookout for opportunities. Personal referrals can make a huge difference in landing that interview.
✨Tip Number 2
Prepare for those interviews by brushing up on your knowledge of the private client investment market. Be ready to discuss your previous client portfolios and how you've successfully managed relationships to meet financial objectives.
✨Tip Number 3
Showcase your qualifications! Make sure you highlight your CISI/CFA Level 6 certification during conversations. It’s a big deal and shows you mean business when it comes to managing high-value client investments.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got some fantastic roles available, and applying directly can give you an edge. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Senior Private Client Investment Manager (UK) in London
Some tips for your application 🫡
Show Off Your Qualifications: Make sure to highlight your CISI/CFA Level 6 qualification right at the start. We want to see that you’ve got the credentials to back up your experience as a private client investment manager.
Demonstrate Your Track Record: When detailing your experience, focus on your client portfolio and any successes you've had managing investments over £15m. We love numbers, so don’t be shy about showcasing your achievements!
Tailor Your Application: Take a moment to align your application with our firm’s values and the specific requirements of the role. We appreciate candidates who take the time to connect their skills with what we’re looking for.
Apply Through Our Website: We encourage you to submit your application through our website. It’s the best way for us to keep track of your application and ensures it gets to the right people quickly!
How to prepare for a job interview at Eden Rose
✨Know Your Numbers
Make sure you’re well-versed in your past performance metrics, especially regarding client portfolios. Be ready to discuss how you've successfully managed investments exceeding £15m and the strategies you employed to achieve those results.
✨Understand the Firm's Values
Research the wealth management firm thoroughly. Understand their approach to private client investment and be prepared to explain how your values align with theirs. This shows that you’re not just looking for any job, but that you genuinely want to contribute to their mission.
✨Prepare Thoughtful Questions
Have a list of insightful questions ready to ask during the interview. This could include inquiries about their investment philosophy or how they measure success in client relationships. It demonstrates your interest and helps you gauge if the firm is the right fit for you.
✨Showcase Your Advisory Skills
Be prepared to discuss specific examples where you’ve provided exceptional advisory services. Highlight how you’ve aligned client financial objectives with investment strategies, as this is crucial for the role. Use real-life scenarios to illustrate your expertise.
