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- Tasks: Manage and advise on personalized investment portfolios to boost client wealth.
- Company: Join a respected discretionary investment management firm with a stable team.
- Benefits: Enjoy competitive compensation and opportunities for professional growth.
- Why this job: Make a real impact on clients' financial futures while working in a supportive environment.
- Qualifications: Proven experience in investment management and a strong track record required.
- Other info: Ideal for those looking to advance their career in a reputable firm.
The predicted salary is between 43200 - 72000 £ per year.
Description: Our client is a respected discretionary investment manager, who are seeking to appoint an experienced private client Investment Manager to their stable team. As an Investment Manager, you will be responsible for advising and managing individually tailored portfolios designed to achieve client’s investment objectives to enhance their wealth. We are keen to speak to those with a proven track record of managing a high-net-worth client base.
The role will include meeting clients to understand their investment aims and attitude to risk, asset allocation, portfolio maintenance, maintaining a good understanding of the macro environment, being a highly responsive point of contact, and building relationships with professional intermediaries. This role is in Northeast Scotland and office based until probation and will then move to hybrid.
Key responsibilities
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Manage a range of advisory and discretionary portfolios advising and tailoring them to achieve the client’s investment objectives within the agreed timescales.
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Maintain and enhance client relationships to the highest possible standard, regularly meeting with them to provide updates and discuss new business.
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Develop client portfolios to meet the client’s objectives, determining their suitability, investment performance and tax considerations.
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Carry out marketing, business development and networking activities as required by the firm, including pitching documents & presentations, to existing and prospective clients.
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Maintain your knowledge of investments, stock markets and FCA regulation, carrying out your own research for investment ideas and contributing to it in articles.
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Process trades on behalf of clients.
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Attend and actively contribute to investment and research committee meetings.
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Actively contribute towards the firm’s long-term strategic goals and objectives.
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Report and remain aware of any risks which may be detrimental to clients or to the firm’s reputation, which arise from inadequate procedures, systems, or data handling.
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To act with integrity and for the benefit of the clients, in accordance with the objectives and cross cutting rules of Consumer Duty
An ideal candidate will be Level 6 or 7 with the CISI however our client will consider level 4. Have experience of working in an investment and stock broking environment, with good interpersonal skills, both written and oral to provide an excellent client-focused service. Detailed knowledge of all aspects of investment and the stock markets. Good presentation and stakeholder management skills.
Investment Manager employer: Fram Executive Search Limited
Contact Detail:
Fram Executive Search Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Manager
✨Tip Number 1
Make sure to highlight your experience in managing private client portfolios. Be ready to discuss specific examples of how you've tailored investment strategies to meet individual client objectives.
✨Tip Number 2
Familiarize yourself with the latest market trends and investment products. Being able to discuss current events and their impact on investment strategies will show your expertise and commitment to the role.
✨Tip Number 3
Network with professionals in the investment management field. Attend industry events or join relevant online forums to connect with others and gain insights that could be beneficial during your interview.
✨Tip Number 4
Prepare to demonstrate your analytical skills. Be ready to discuss how you assess risk and return, as well as how you make investment decisions based on data and client needs.
We think you need these skills to ace Investment Manager
Some tips for your application 🫡
Understand the Role: Take the time to thoroughly understand the responsibilities of an Investment Manager. Familiarize yourself with portfolio management, client advisory, and wealth enhancement strategies to tailor your application accordingly.
Highlight Relevant Experience: In your CV and cover letter, emphasize your previous experience in investment management, particularly with private clients. Provide specific examples of how you've successfully managed portfolios and achieved client objectives.
Showcase Your Track Record: Include quantifiable achievements in your application. Mention any awards, recognitions, or metrics that demonstrate your success in enhancing client wealth and meeting investment goals.
Personalize Your Application: Address your application to the hiring manager if possible, and express your genuine interest in the company and its values. Tailor your motivation letter to reflect why you are a great fit for their team.
How to prepare for a job interview at Fram Executive Search Limited
✨Showcase Your Track Record
Be prepared to discuss your previous successes in managing investment portfolios. Highlight specific examples where you achieved or exceeded client objectives, as this will demonstrate your capability and experience.
✨Understand the Client's Needs
Research the types of clients the company serves and their investment philosophies. During the interview, articulate how you would tailor investment strategies to meet diverse client needs, showcasing your adaptability and client-centric approach.
✨Stay Updated on Market Trends
Demonstrate your knowledge of current market trends and economic factors that could impact investments. Being able to discuss recent developments shows that you are proactive and engaged in the industry.
✨Prepare Thoughtful Questions
Have a list of insightful questions ready to ask the interviewers. This not only shows your interest in the role but also helps you gauge if the company's values align with your own investment philosophy.
