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- Tasks: Provide personalised investment advice and manage client portfolios.
- Company: Leading wealth management firm in Greater London with a supportive team culture.
- Benefits: Competitive compensation and opportunities for professional growth.
- Why this job: Build strong client relationships and make a real impact in wealth management.
- Qualifications: Experience in client-facing roles and a level 6 qualification or above.
- Other info: Fast-paced environment with excellent career advancement potential.
The predicted salary is between 43200 - 72000 £ per year.
A leading wealth management firm in Greater London is seeking an Investment Manager to provide personalized investment advice and manage portfolios. The ideal candidate will have experience in client-facing roles and a level 6 qualification or above.
This position involves:
- Building client relationships
- Executing business plans
- Managing investments in a pressurized environment
Excellent communication and analytical skills are essential. The role offers competitive compensation and a supportive team environment.
Investment Manager: Trusted Client Portfolio Builder in London employer: Evelyn Partners
Contact Detail:
Evelyn Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Manager: Trusted Client Portfolio Builder 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 opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by practising common questions related to investment management. We recommend role-playing with a friend or using online resources to sharpen your responses and boost your confidence.
✨Tip Number 3
Showcase your analytical skills during interviews by discussing specific examples of how you've successfully managed portfolios or built client relationships in the past. Real-life stories resonate well with interviewers!
✨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 are proactive about their job search.
We think you need these skills to ace Investment Manager: Trusted Client Portfolio Builder in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Investment Manager role. Highlight your client-facing experience and any relevant qualifications to show us you’re the perfect 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 background makes you an ideal candidate for building trusted client portfolios.
Showcase Your Communication Skills: Since excellent communication is key in this role, make sure your application is clear and concise. Use professional language but let your personality shine through – we want to get to know the real you!
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 from our team!
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 investment strategies relevant to the firm. Be ready to discuss how you've used these in past roles to build client portfolios.
✨Showcase Your Client Relationship Skills
This role is all about building trust with clients. Prepare examples of how you've successfully managed client relationships in the past. Highlight any specific challenges you faced and how you overcame them to maintain or enhance those relationships.
✨Prepare for Pressure
Working in a pressurised environment is part of the job. Think of scenarios where you've thrived under pressure. Share these experiences during the interview to show that you can handle the demands of the role while still delivering excellent results.
✨Communicate Clearly and Confidently
Excellent communication is key in this position. Practice articulating your thoughts clearly and confidently. Consider doing mock interviews with a friend or using video to refine your delivery and ensure you come across as both knowledgeable and approachable.
