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For Companies At a Glance
- Tasks: Shape investment strategies and build portfolios for high-net-worth clients.
- Company: Join a national 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: Make a real impact in a growing DFM without the chaos of a start-up.
- Qualifications: Experience in DFM or wealth management, Level 6/7 qualified, and strong portfolio construction skills.
- Other info: Opportunity to influence investment propositions for under-served high-net-worth 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’ll 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’ll 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
You won’t be lost in a large machine. But nor are you walking into a blank sheet of paper.
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
You’ll likely be:
- 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.
Investment Manager in Manchester employer: Exchange Street Claims ltd
Contact Detail:
Exchange Street Claims ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Manager in Manchester
✨Tip Number 1
Network like a pro! Get out there and connect with people in the investment world. Attend industry events, join relevant online forums, and don’t be shy about reaching out to potential colleagues on LinkedIn. You never know who might have the inside scoop on your dream job!
✨Tip Number 2
Prepare for those interviews by knowing your stuff! Research the company’s investment philosophy and be ready to discuss how you can contribute to their DFM strategy. Show them you’re not just another candidate; you’re the one who can help shape their future.
✨Tip Number 3
Practice your pitch! You’ll need to articulate your investment strategies clearly and confidently, especially when dealing with HNW clients. Role-play with a friend or mentor to refine your delivery and ensure you can defend your ideas under pressure.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re all about making connections, so let’s get you in front of the right people who can appreciate your skills and vision.
We think you need these skills to ace Investment Manager in Manchester
Some tips for your application 🫡
Show Your Unique Value: When writing your application, make sure to highlight what makes you stand out. We want to see how your experience in DFM or wealth management can shape our investment proposition. Don’t just list your skills; tell us how they’ll benefit our clients.
Tailor Your CV and Cover Letter: Make your application personal! Use the job description as a guide and tailor your CV and cover letter to reflect the specific requirements of the Investment Manager role. We love seeing candidates who take the time to connect their experience with what we’re looking for.
Be Clear and Concise: Keep your application straightforward and to the point. We appreciate clarity, so avoid jargon and fluff. Make it easy for us to see your qualifications and how you can contribute to our DFM capability.
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 any important updates. Plus, it shows us you’re keen on joining our team!
How to prepare for a job interview at Exchange Street Claims ltd
✨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 asset allocation and how you would communicate these decisions to clients.
✨Showcase Your Technical Skills
Prepare to demonstrate your ability to construct and adjust portfolios. Bring examples of past successes or challenges you've faced in portfolio management, as this will highlight your technical credibility.
✨Understand the Company’s Vision
Research the company’s current DFM capabilities and their vision for enhancing them. This will help you articulate how you can contribute to their goals and show that you’re genuinely interested in shaping their investment proposition.
✨Practice Client Interactions
Since you'll be working with HNW clients, practice articulating complex investment concepts in a clear and engaging manner. Role-playing potential client meetings can help you feel more comfortable and confident during the actual interview.