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- Tasks: Support investment management, build client relationships, and assist with portfolio management.
- Company: Reputable wealth management firm in Edinburgh with a collaborative team.
- Benefits: Private medical insurance and a generous holiday package.
- Why this job: Join a fast-paced environment and make a real impact on client satisfaction.
- Qualifications: Level 4 qualification in financial services and strong communication skills.
- Other info: Dynamic role with opportunities for growth in investment management.
The predicted salary is between 28800 - 43200 £ per year.
A wealth management firm in Edinburgh is seeking an Associate in Investment Management to provide administrative support, build client relationships, and assist with investment portfolio management. The role requires strong communication and analytical skills, along with a relevant level 4 qualification in financial services. Candidates will join a collaborative team working in a fast-paced environment, ensuring client satisfaction while contributing to investment processes. Benefits include private medical insurance and a generous holiday package.
Edinburgh Investment Management Associate employer: Evelyn Partners
Contact Detail:
Evelyn Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Edinburgh Investment Management Associate
✨Tip Number 1
Network like a pro! Reach out to people in the investment management field, especially those in Edinburgh. Attend local events or webinars to make connections and show your enthusiasm for the industry.
✨Tip Number 2
Prepare for interviews by researching the firm and its investment strategies. We want you to be able to discuss how you can contribute to their client relationships and portfolio management processes.
✨Tip Number 3
Showcase your analytical skills during interviews. Be ready to discuss past experiences where you've used these skills to solve problems or improve processes. This will help us see how you can add value to our team.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re serious about joining our collaborative team in Edinburgh.
We think you need these skills to ace Edinburgh Investment Management Associate
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Investment Management role. Highlight your relevant experience and qualifications, especially your level 4 qualification in financial services. We want to see how you can contribute to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to showcase your communication skills and explain why you're passionate about wealth management. Let us know how you can help build client relationships and support investment processes.
Showcase Your Analytical Skills: Since the role requires strong analytical skills, make sure to include examples of how you've used these in previous roles. Whether it's managing portfolios or analysing data, we want to see your thought process and problem-solving abilities.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Evelyn Partners
✨Know Your Financial Stuff
Make sure you brush up on your financial services knowledge, especially anything related to investment management. Be ready to discuss your level 4 qualification and how it applies to the role. Showing that you understand the basics of portfolio management will impress the interviewers.
✨Show Off Your Communication Skills
Since building client relationships is key, practice articulating your thoughts clearly and confidently. Think of examples from your past experiences where you successfully communicated complex information to clients or colleagues. This will demonstrate your ability to thrive in a collaborative environment.
✨Prepare for Scenario Questions
Expect questions that put you in real-life situations, like handling a difficult client or making investment decisions under pressure. Prepare some scenarios from your previous roles where you navigated challenges effectively. This will showcase your analytical skills and problem-solving abilities.
✨Research the Firm
Take the time to learn about the wealth management firm and its investment strategies. Familiarise yourself with their client base and recent news. This not only shows your interest but also allows you to tailor your answers to align with their values and goals during the interview.
