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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 is essential.
- 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 network with professionals in the investment management field. Attend industry events and seminars in Northeast Scotland to meet potential clients and intermediaries. Building these relationships can give you an edge when applying for the Investment Manager position.
✨Tip Number 2
Stay updated on the latest trends in the stock market and investment strategies. Being knowledgeable about current macroeconomic factors will not only help you in interviews but also demonstrate your commitment to the role and your ability to manage client portfolios effectively.
✨Tip Number 3
Prepare to discuss your previous experience managing high-net-worth clients. Be ready to share specific examples of how you've tailored investment strategies to meet their objectives, as this will be crucial in showcasing your suitability for the role.
✨Tip Number 4
Familiarize yourself with the firm's values and long-term strategic goals. Understanding their approach to client relationships and investment management will allow you to align your answers during the interview, showing that you're a great fit for their team.
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 experience in business development and networking activities.
Personalize Your Application: Address your cover letter to the hiring manager if possible, and express your enthusiasm for the role and the company. Discuss why you are a good fit for their team and how you can contribute to their long-term strategic goals.
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 during the interview. Share experiences where you effectively built and maintained relationships with clients and intermediaries, as this is key to success in the role.
✨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.
