At a Glance
- Tasks: Manage and advise on client investment portfolios while providing top-notch service.
- Company: Reputable Wealth Management firm with a strong track record in private client services.
- Benefits: Competitive salary up to £100,000 plus bonuses and comprehensive benefits package.
- Other info: Opportunity to grow your portfolio and develop lasting client relationships.
- Why this job: Join a high-end team and make a real impact in the investment industry.
- Qualifications: Must be Level 6 qualified via CISI with a solid background in investment management.
The predicted salary is between 100000 - 100000 £ per year.
A well established and highly regarded national Wealth Management firm with an excellent track record of delivering results in the private client sector are looking for an additional Investment Manager to continue their development of their office in Manchester and the wider North West.
You will be responsible for managing and advising on both existing and new client investment portfolios and, as a senior member of an already well established high end team, you will play an important part in further developing the brand within the region.
The key is to provide the highest level of service for your clients, growing your portfolios through referrals and repeat business. New business is of course important, but the focus is not on business development to the detriment of client service.
You will have 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.
You will have a solid background as a UK private client discretionary investment manager. You ABSOLUTELY MUST BE QUALIFIED TO LEVEL 6 VIA THE CISI as a minimum.
A small book of business is essential (somewhere in the region of £25m+) as is the desire to always put the client first. Exceptional communication skills and the drive to succeed are prerequisites.
Contact Chris for an initial discussion on 07784 945190, email chris.smith@heatuk.com or reply direct via this posting.
Private Client Investment Manager in Manchester employer: Eden Rose
As a leading Wealth Management firm in Manchester, we pride ourselves on our commitment to delivering exceptional client service and fostering a collaborative work environment. Our employees benefit from competitive remuneration packages, ongoing professional development opportunities, and the chance to be part of a high-performing team that values integrity and client relationships above all else. Join us to advance your career in a supportive culture that prioritises both personal and professional growth.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Investment Manager in Manchester
✨Tip Number 1
Network like a pro! Get out there and connect with industry professionals, attend events, and join relevant groups. The more people you know, the better your chances of landing that Private Client Investment Manager role.
✨Tip Number 2
Showcase your expertise! Use platforms like LinkedIn to share insights about the investment industry. This not only highlights your knowledge but also positions you as a thought leader in the field.
✨Tip Number 3
Prepare for interviews by practising common questions and scenarios specific to private client investment management. We can help you with mock interviews to boost your confidence and refine your responses.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always on the lookout for talented individuals like you to join our team.
We think you need these skills to ace Private Client Investment Manager in Manchester
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Private Client Investment Manager role. Highlight your experience in managing client portfolios and your qualifications, especially your Level 6 CISI certification. We want to see how your background aligns with our needs!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to express your genuine interest in the investment industry and how you prioritise client service. Let us know why you’re excited about joining our team in Manchester and how you can contribute to our brand.
Showcase Your Communication Skills:Exceptional communication skills are a must for this role. In your application, demonstrate your ability to build and maintain relationships. Whether it’s through your writing style or examples of past interactions, we want to see how you connect with clients.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates. Plus, it shows you’re keen to join our team!
How to prepare for a job interview at Eden Rose
✨Know Your Numbers
As a Private Client Investment Manager, you’ll need to demonstrate your understanding of investment portfolios. Brush up on your current book of business and be ready to discuss specific figures, performance metrics, and how you've managed client relationships in the past.
✨Showcase Your Client-Centric Approach
This role emphasises client service over aggressive business development. Prepare examples that highlight how you’ve prioritised client needs, built long-lasting relationships, and successfully navigated challenges while maintaining high service standards.
✨Demonstrate Industry Knowledge
Stay updated on the latest trends in the investment industry. Be prepared to discuss recent market developments, regulatory changes, or innovative investment strategies that could benefit clients. This shows your genuine interest and expertise in the field.
✨Prepare Thoughtful Questions
Interviews are a two-way street. Prepare insightful questions about the firm’s approach to client management, team dynamics, and growth opportunities in the North West. This not only shows your interest but also helps you assess if the firm aligns with your values.
