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- Tasks: Manage client relationships and provide tailored investment advice.
- Company: Leading wealth management firm in Bristol with a strong reputation.
- Benefits: Competitive salary, private medical insurance, and hybrid working model.
- Why this job: Join a dynamic team and help clients build their financial futures.
- Qualifications: Level 6 qualification or above with strong analytical and communication skills.
- Other info: Exciting opportunity for career growth in a supportive environment.
The predicted salary is between 36000 - 60000 £ per year.
A leading wealth management firm in Bristol is seeking an Investment Manager to join their team. The role includes managing client relationships, providing tailored investment advice, and executing the annual business plan.
Ideal candidates will possess a Level 6 qualification or above and have strong skills in analytics, communication, and risk management.
This position offers a competitive salary, private medical insurance, and a hybrid working model depending on the role.
Investment Manager: Build Client Portfolios & Relationships in Bristol employer: Evelyn Partners
Contact Detail:
Evelyn Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Manager: Build Client Portfolios & Relationships in Bristol
✨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 an Investment Manager role. Personal referrals can give you a leg up, so don’t be shy about asking for introductions.
✨Tip Number 2
Prepare for those interviews by brushing up on your analytics and risk management skills. We recommend doing some mock interviews with friends or using online platforms to get comfortable discussing your investment strategies and client relationship management.
✨Tip Number 3
Showcase your communication skills! During interviews, make sure to articulate your thoughts clearly and confidently. Use examples from your past experiences to demonstrate how you've successfully managed client portfolios and built strong relationships.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you land that dream job, and applying directly can sometimes put you ahead of the competition. Plus, it shows you’re genuinely interested in joining our team!
We think you need these skills to ace Investment Manager: Build Client Portfolios & Relationships in Bristol
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your Level 6 qualification and any relevant experience in managing client portfolios. We want to see how your skills in analytics and communication shine through!
Craft a Compelling Cover Letter: Your cover letter is your chance to show us your personality! Explain why you're passionate about wealth management and how you can contribute to our team. Keep it concise but engaging.
Showcase Your Relationship-Building Skills: In your application, give examples of how you've successfully built and maintained client relationships in the past. We love to see real-life stories that demonstrate your ability to connect with clients.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates!
How to prepare for a job interview at Evelyn Partners
✨Know Your Numbers
As an Investment Manager, you'll need to demonstrate your analytical skills. Brush up on key financial metrics and be ready to discuss how you've used data to inform investment decisions in the past.
✨Tailor Your Approach
Since the role involves providing tailored investment advice, prepare examples of how you've customised strategies for different clients. This shows your ability to build relationships and understand individual needs.
✨Communicate Clearly
Strong communication is crucial in this role. Practice explaining complex investment concepts in simple terms. You might even want to do a mock interview with a friend to refine your delivery.
✨Showcase Risk Management Skills
Be prepared to discuss your approach to risk management. Think of specific instances where you've identified risks and how you mitigated them. This will highlight your strategic thinking and decision-making abilities.
