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- Tasks: Manage and advise tailored investment portfolios for high-net-worth clients.
- Company: Join a respected discretionary investment manager with a stable team.
- Benefits: Enjoy hybrid work options after probation and a supportive work environment.
- Why this job: Make a real impact on clients' wealth while building strong relationships in finance.
- Qualifications: Level 4, 6, or 7 CISI certification preferred; experience in investment management required.
- Other info: Office-based role in Northeast Scotland with opportunities for networking and professional growth.
The predicted salary is between 48000 - 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 🫡
Tailor Your CV: Make sure your CV highlights your experience in managing high-net-worth client portfolios. Include specific examples of how you've achieved clients' investment objectives and maintained strong relationships.
Craft a Compelling Cover Letter: In your cover letter, emphasize your understanding of the macro environment and your ability to tailor investment strategies. Mention your interpersonal skills and how they contribute to excellent client service.
Showcase Relevant Qualifications: Clearly state your qualifications, especially if you hold Level 6 or 7 with the CISI. If you have Level 4, explain how your experience compensates for this and how it aligns with the role's requirements.
Demonstrate Industry Knowledge: In your application, include insights or recent trends in the investment and stock market that you are aware of. This shows your proactive approach to staying informed and your commitment to the field.
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 by discussing how you maintain and enhance client relationships. Share examples of how you've effectively communicated with clients to understand their investment aims and risk attitudes.
✨Prepare for Business Development
Since the role involves marketing and networking, be ready to talk about your experience in these areas. Prepare a few ideas on how you would approach pitching to new clients or enhancing existing relationships.
