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- Tasks: Manage client portfolios and build new relationships in a dynamic wealth management environment.
- Company: Reputable wealth management practice with a focus on collaboration and excellence.
- Benefits: Competitive salary, matched pension contributions, gym access, and generous holiday allowance.
- Other info: On-site role with opportunities for professional growth and development.
- Why this job: Join a team where your expertise can make a real difference in clients' financial futures.
- Qualifications: 2-5 years in wealth management and a solid understanding of financial markets.
The predicted salary is between 40000 - 55000 £ per year.
A highly-reputable wealth management practice is seeking an Investment Manager to join the team and take over a small client bank.
Responsibilities include:
- Managing existing clients and developing new client relationships.
- Conducting detailed research across asset classes, funds, and market themes.
- Supporting the ongoing management of discretionary client portfolios.
- Preparing client reporting, portfolio reviews, and investment updates.
- Supporting client and adviser meetings where appropriate.
- Monitoring portfolio positioning, risk exposures, and performance.
Requirements:
- 2–5 years of experience within wealth or asset management.
- Exposure to discretionary portfolio management and/or investment research.
- Good understanding of financial markets, asset classes, and portfolio construction.
- Progress towards or completion of CISI Level 7 (or equivalent).
Benefits:
- Pension contributions matched at 6% (increased to 8% after probation).
- PMI, PHI, and Death in Service schemes after probation.
- Onsite parking and gym facilities.
- Holiday trading.
- Cash plans.
- Childcare vouchers.
- Employee assistance program (EAP).
- Cycle to work schemes.
- Dental insurance.
- Travel insurance.
- Discount / purchase schemes.
- 25 days holidays plus bank holidays.
Working Environment:
No work-from-home policy. Managers lead pods and maintain supervisory and management responsibilities; on-site presence required when not meeting with clients. The office is conducive to collaboration and high professional standards.
How to Apply:
If you are a dedicated Investment Manager committed to excellence, please submit your CV. A specialist consultant will contact you to discuss the opportunity before submitting your CV to the client.
Investment Manager in Northampton employer: Eden Rose
Contact Detail:
Eden Rose Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Manager in Northampton
✨Tip Number 1
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 contacts on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by doing your homework. Research the company’s recent projects, their client base, and any news related to their performance. This will not only impress your interviewers but also help you tailor your answers to show how you can add value to their team.
✨Tip Number 3
Showcase your expertise! Bring along examples of your past work, such as portfolio analyses or client reports, to demonstrate your skills during interviews. This tangible evidence can set you apart from other candidates and give you an edge.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got a streamlined process that makes it easy for you to submit your application. Plus, it shows you’re genuinely interested in joining our team at StudySmarter, which is always a bonus!
We think you need these skills to ace Investment Manager in Northampton
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Investment Manager role. Highlight your experience in wealth or asset management, and don’t forget to mention any relevant qualifications like CISI Level 7.
Showcase Your Achievements: When writing your application, focus on specific achievements in your previous roles. Use numbers and examples to demonstrate how you've successfully managed portfolios or developed client relationships.
Keep It Professional Yet Personal: While we want you to be professional, don’t shy away from letting your personality shine through. A touch of authenticity can make your application stand out in a sea of formal submissions.
Apply Through Our Website: We encourage you to apply directly through our website for the best chance of getting noticed. It’s the quickest way for us to receive your application and start the conversation about this exciting opportunity!
How to prepare for a job interview at Eden Rose
✨Know Your Numbers
As an Investment Manager, you'll need to demonstrate a solid understanding of financial markets and asset classes. Brush up on key metrics and recent market trends before your interview. This will not only show your expertise but also your commitment to staying informed.
✨Showcase Your Experience
With 2-5 years of experience required, be ready to discuss specific examples from your past roles. Highlight your experience in discretionary portfolio management and how you've successfully managed client relationships. Use the STAR method (Situation, Task, Action, Result) to structure your responses.
✨Prepare for Client Scenarios
Expect questions about how you would handle client meetings and portfolio reviews. Think of scenarios where you've had to manage client expectations or adapt strategies based on market changes. This will showcase your problem-solving skills and client management abilities.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions prepared. Inquire about the firm's approach to portfolio construction or how they support ongoing professional development. This shows your genuine interest in the role and helps you assess if the company is the right fit for you.