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- Tasks: Manage client relationships and provide tailored investment advice.
- Company: Leading wealth management firm in Greater London with a focus on diversity.
- Benefits: Private medical insurance, competitive salary, and a hybrid work model.
- Why this job: Join a dynamic team and make a real difference in clients' financial futures.
- Qualifications: Level 6 qualification and experience in client-facing roles.
- Other info: Great opportunity for career growth in a supportive environment.
The predicted salary is between 36000 - 60000 £ per year.
A leading wealth management company in Greater London is seeking an ambitious Investment Manager to join their team. The successful candidate will manage client relationships, provide personalized investment advice, and ensure portfolios align with company philosophies.
Key qualifications include a Level 6 qualification and experience in client-facing roles. The company values diversity and offers benefits including private medical insurance and a competitive salary.
Investment Manager - Hybrid Role, Client Advisory & Portfolios in London employer: Evelyn Partners
Contact Detail:
Evelyn Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Manager - Hybrid Role, Client Advisory & Portfolios 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 an Investment Manager role. Personal recommendations can really give you an edge.
✨Tip Number 2
Prepare for those interviews! Research the company’s philosophies and be ready to discuss how your experience aligns with their values. We want to see you shine and show them why you’re the perfect fit!
✨Tip Number 3
Practice your pitch! You’ll need to articulate your investment strategies and client management skills clearly. We suggest rehearsing with a friend or in front of a mirror to boost your confidence.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take that extra step to connect with us directly.
We think you need these skills to ace Investment Manager - Hybrid Role, Client Advisory & Portfolios in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the specific skills and experiences that match the Investment Manager role. Highlight your Level 6 qualification and any relevant client-facing experience to show us you’re the right fit!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re passionate about wealth management and how your approach aligns with our company philosophies. Personalise it for the role to grab our attention.
Showcase Your Client Relationship Skills: Since managing client relationships is key, include examples of how you've successfully built and maintained client connections in your previous roles. We want to see your interpersonal skills in action!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest 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 Investment Stuff
Make sure you brush up on your investment knowledge, especially around portfolio management and client advisory. Be ready to discuss recent market trends and how they might impact client portfolios. This shows you're not just qualified but also genuinely interested in the field.
✨Showcase Your Client Relationship Skills
Since this role is client-facing, prepare examples of how you've successfully managed client relationships in the past. Think about specific challenges you faced and how you overcame them. This will demonstrate your ability to build trust and rapport with clients.
✨Align with Company Values
Research the company's philosophies and values, especially regarding diversity and client service. Be prepared to explain how your personal values align with theirs. This can really set you apart as a candidate who fits well within their culture.
✨Ask Thoughtful Questions
Prepare some insightful questions to ask at the end of your interview. This could be about their approach to investment strategies or how they support their team’s professional development. It shows you're engaged and serious about the role.
