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- Tasks: Manage and advise on tailored investment portfolios for high-net-worth clients.
- 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 building strong relationships and enhancing your investment knowledge.
- Qualifications: Ideal candidates will have Level 6 or 7 CISI qualifications and experience in investment management.
- Other info: This role includes business development, networking, and contributing to strategic goals.
The predicted salary is between 48000 - 84000 £ 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 network with professionals in the investment management field. Attend industry events, seminars, and webinars to connect with potential colleagues and clients. Building relationships can give you an edge when applying for this role.
✨Tip Number 2
Stay updated on current market trends and macroeconomic factors that influence investment decisions. Being knowledgeable about the latest developments will not only help you in interviews but also demonstrate your commitment to the role.
✨Tip Number 3
Prepare to discuss your previous experience managing high-net-worth client portfolios. Be ready to share specific examples of how you've tailored investment strategies to meet individual client objectives.
✨Tip Number 4
Familiarize yourself with the firm's values and long-term strategic goals. Understanding their mission will allow you to align your responses during interviews and show how you can contribute to their success.
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 and understand the key responsibilities of an Investment Manager. Tailor your application to highlight your relevant experience in managing high-net-worth client portfolios and your ability to build strong client relationships.
Highlight Relevant Experience: In your CV and cover letter, emphasize your proven track record in investment management, particularly with private clients. Include specific examples of how you've successfully tailored portfolios to meet clients' investment objectives.
Showcase Your Skills: Demonstrate your knowledge of investments, stock markets, and FCA regulations in your application. Mention any relevant qualifications, such as CISI Level 6 or 7, and your interpersonal skills that contribute to excellent client service.
Personalize Your Cover Letter: Craft a personalized cover letter that reflects your understanding of the firm's values and goals. Discuss how you can contribute to their long-term strategic objectives and your commitment to acting with integrity for the benefit of clients.
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 macroeconomic 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 investment strategies, asset allocation, and risk management. Brush up on your technical knowledge and be ready to discuss how you would approach various investment scenarios.
