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For Companies At a Glance
- Tasks: Shape investment strategies and manage portfolios for high-net-worth clients.
- Company: Established Chartered Accountancy practice with a strong financial planning arm.
- Benefits: Salary up to £100,000, hybrid working, 25 days holiday, and comprehensive health benefits.
- Why this job: Influence investment propositions without the chaos of a start-up environment.
- Qualifications: Experience in DFM or wealth management, Level 6/7 qualified, and strong portfolio construction skills.
- Other info: Join a dynamic team focused on enhancing DFM capabilities for under-served clients.
The predicted salary is between 72000 - 84000 £ per year.
You can inherit a portfolio anywhere. How often do you get to shape the investment proposition? If you're currently in a large DFM or wealth manager, you might have responsibility but not much influence. Committees are crowded. Strategy is set centrally. Your remit is defined. This role is different. You'll join a well-established wealth business that is enhancing its internal DFM capability for £2m+ clients. The infrastructure is there. The client base is there. The Investment Lead is in place. What's being built now is depth, resilience and evolution and you'll be central to that. It's having a say in how a proposition develops without the chaos of a start-up.
THE PACKAGE
- Salary up to £100,000
- Bonus
- Hybrid working
- 25 days holiday + bank holidays
- Buy/sell up to 5 days
- Pension
- Healthcare
- Income Protection
- Life Assurance
THE JOB
You will work alongside experienced financial planners and sit in on joint meetings with £2m+ clients, helping articulate and defend the investment strategy. There is already an Investment Lead in place but being technically credible and capable of building and adjusting portfolios will be part of your remit. You will contribute to:
- How the DFM is positioned to HNW clients
- How asset allocation decisions are communicated and governed
- How the proposition scales over time
- How the investment philosophy develops
THE COMPANY
This is a national Chartered Accountancy practice with a strong and established financial planning arm. The client base is primarily business owners and senior professionals with meaningful net worth. The opportunity at £2m+ level is significant and, in many cases, under-served from an investment perspective. The DFM is being enhanced specifically to serve that segment more effectively.
HERE'S WHAT YOU'LL NEED
- Currently in a DFM or wealth manager environment
- Technically strong enough to construct portfolios, not just present them
- Comfortable in front of advisers and HNW clients
- Interested in influence as well as responsibility
- Level 6/7 qualified
If you'd rather help shape a DFM proposition than simply operate within one, let's talk. Click apply or contact me directly. CV not up to date? Don't worry - we can sort that later. Everyone will receive a response.
Senior Investment Manager employer: Exchange Street Claims & Financial Services
Contact Detail:
Exchange Street Claims & Financial Services Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Investment Manager
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world, especially those who are already in DFM or wealth management. A friendly chat can lead to insider info about opportunities that aren't even advertised yet.
✨Tip Number 2
Show off your expertise! Prepare a portfolio of your past investment strategies and successes. When you get the chance to meet potential employers, let them see how you can shape their investment proposition with your skills.
✨Tip Number 3
Be proactive! Don’t just wait for job openings to pop up. Reach out directly to companies you admire, like ours at StudySmarter, and express your interest in contributing to their DFM capabilities. You never know what might come from it!
✨Tip Number 4
Stay updated on industry trends! Read up on the latest in investment strategies and market movements. Being knowledgeable will not only boost your confidence but also impress potential employers when discussing how you can influence their investment philosophy.
We think you need these skills to ace Senior Investment Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Senior Investment Manager role. Highlight your technical expertise in portfolio construction and any relevant achievements in DFM or wealth management.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you're passionate about shaping investment propositions. Share specific examples of how you've influenced asset allocation decisions or contributed to investment strategies in your previous roles.
Showcase Your Client Interaction Skills: Since you'll be working with HNW clients, it's crucial to demonstrate your comfort and experience in client-facing situations. Mention any instances where you've successfully articulated investment strategies or built relationships with clients.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It helps us keep track of your application and ensures you receive timely updates from us!
How to prepare for a job interview at Exchange Street Claims & Financial Services
✨Know Your Investment Strategies
Make sure you’re well-versed in various investment strategies and how they apply to high-net-worth clients. Be ready to discuss your approach to portfolio construction and how you would adapt strategies based on market conditions.
✨Showcase Your Technical Credibility
Prepare to demonstrate your technical skills in portfolio management. Bring examples of past portfolios you've constructed and be ready to explain your decision-making process, especially in front of advisers and HNW clients.
✨Understand the Company’s Vision
Research the company’s current DFM capabilities and their vision for enhancing them. Be prepared to discuss how you can contribute to shaping the investment proposition and what unique insights you can bring to the table.
✨Practice Articulating Your Ideas
Since you'll be communicating complex investment strategies, practice articulating your ideas clearly and confidently. Consider mock interviews or discussions with peers to refine your ability to defend your investment philosophy.