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- Tasks: Manage and tailor investment portfolios for high-net-worth clients while enhancing relationships.
- Company: Join a respected discretionary investment manager with a stable team in Northeast Scotland.
- Benefits: Enjoy hybrid work options after probation and a supportive office environment.
- Why this job: Make a real impact on clients' wealth while developing your investment expertise in a dynamic setting.
- Qualifications: Level 4, 6, or 7 CISI certification preferred; experience in investment and stock broking required.
- Other info: Contribute to strategic goals and engage in networking activities to grow your professional network.
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 showcase your experience with high-net-worth clients during networking events. Building relationships is key in this role, so attend industry conferences and local investment seminars to connect with potential clients and intermediaries.
✨Tip Number 2
Stay updated on the latest market trends and macroeconomic factors that could impact investments. This knowledge will not only help you in client meetings but also demonstrate your commitment to providing tailored advice.
✨Tip Number 3
Practice your presentation skills, as pitching documents and presentations are part of the job. Consider joining a local Toastmasters club or similar group to refine your public speaking abilities.
✨Tip Number 4
Engage with online investment communities and forums. Sharing insights and participating in discussions can enhance your visibility and establish you as a knowledgeable professional in the investment space.
We think you need these skills to ace Investment Manager
Some tips for your application 🫡
Understand the Role: Make sure to thoroughly read the job description for the Investment Manager position. Understand the key responsibilities and required skills, such as managing high-net-worth client portfolios and maintaining client relationships.
Tailor Your CV: Customize your CV to highlight relevant experience in investment management, particularly with high-net-worth clients. Emphasize your track record in portfolio management and any qualifications like CISI Level 6 or 7.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for investment management and your understanding of the macro environment. Mention specific experiences where you successfully managed client portfolios and built strong client relationships.
Highlight Interpersonal Skills: Since the role requires excellent interpersonal skills, make sure to provide examples in your application that demonstrate your ability to communicate effectively with clients and stakeholders, both in writing and verbally.
How to prepare for a job interview at Fram Executive Search Limited
✨Showcase Your Track Record
Be prepared to discuss your previous experience managing high-net-worth client portfolios. Highlight specific examples where you successfully tailored investment strategies to meet clients' objectives.
✨Understand the Macro Environment
Demonstrate your knowledge of current market trends and economic factors that could impact investments. This shows that you are proactive and well-informed, which is crucial for an Investment Manager.
✨Build Rapport with Clients
Emphasize your interpersonal skills and ability to build strong relationships with clients and intermediaries. Share examples of how you've maintained and enhanced client relationships in the past.
✨Prepare for Technical Questions
Expect questions related to asset allocation, portfolio maintenance, and risk management. Brush up on your technical knowledge and be ready to discuss how you would approach these areas in your role.
