Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Manage and grow a portfolio of private client investments while providing expert advice.
- Company: Join a well-established Wealth Management firm with a strong reputation in the Midlands.
- Benefits: Enjoy a competitive salary, bonuses, and a comprehensive benefits package.
- Why this job: Be part of a dynamic team, build lasting relationships, and make a real impact in clients' financial futures.
- Qualifications: Must be Level 6 qualified via CISI/CFA with a proven track record in investment management.
- Other info: Existing connections with high-net-worth clients are essential for success.
The predicted salary is between 72000 - 108000 £ per year.
Job Description
Discretionary Investment Manager/Director (Private Clients)
Birmingham
Basic to £90,000 plus bonus and full package
Company
- A long established and growing Wealth Management firm are looking for an additional Investment Manager/Director to continue the development of their operation across the Midlands.
Role
- You will be responsible for developing a book of discretionary private client business, providing ongoing advice across all investment areas.
- Having a strong team and reputation across the region you will play an important part in further developing the brand by acquiring additional business from your own existing and new connections.
- You must have a genuine interest in all aspects of the investment industry, the ability to build and maintain long lasting and profitable relationships and recognise new opportunities as and when they arise.
Candidate
- ABSOLUTELY MUST BE QUALIFIED TO LEVEL 6 VIA THE CISI/CFA
- A solid background as a UK Discretionary Investment Manager
- Existing connections with HNW private clients and a demonstrable track record in closing new high end investor business.
- A small book of existing business is essential to act as a base for ongoing client development.
Contact Chris for an initial discussion on 07784 945190, email chris.smith@heatuk.com or reply direct via this posting.
Contact Detail:
Heat Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Discretionary Investment Manager (Private Clients)
✨Tip Number 1
Network actively within the wealth management sector. Attend industry events, seminars, and conferences to meet potential clients and other professionals. Building relationships in person can significantly enhance your chances of landing this role.
✨Tip Number 2
Leverage your existing connections with high-net-worth individuals. Reach out to them and discuss your interest in the Discretionary Investment Manager position. Personal referrals can often lead to opportunities that aren't publicly advertised.
✨Tip Number 3
Stay updated on market trends and investment strategies. Being knowledgeable about current events in the investment world will not only help you in interviews but also demonstrate your genuine interest in the industry.
✨Tip Number 4
Prepare to discuss your track record in closing new business. Be ready to share specific examples of how you've successfully developed client relationships and grown your book of business in previous roles.
We think you need these skills to ace Discretionary Investment Manager (Private Clients)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your qualifications, particularly your Level 6 certification via CISI/CFA. Emphasise your experience as a UK Discretionary Investment Manager and any existing connections with high-net-worth private clients.
Craft a Compelling Cover Letter: In your cover letter, express your genuine interest in the investment industry. Discuss how your background aligns with the role and how you can contribute to the firm's growth by leveraging your existing client relationships.
Showcase Your Track Record: Provide specific examples of your success in closing new high-end investor business. Use quantifiable achievements to demonstrate your ability to develop a book of discretionary private client business.
Proofread Your Application: Before submitting, carefully proofread your application for any errors or inconsistencies. A polished application reflects your attention to detail, which is crucial in the investment management field.
How to prepare for a job interview at Heat Recruitment
✨Showcase Your Qualifications
Make sure to highlight your Level 6 qualification via the CISI/CFA during the interview. This is a crucial requirement for the role, so be prepared to discuss how your qualifications have equipped you for success in discretionary investment management.
✨Demonstrate Your Client Relationships
Be ready to talk about your existing connections with high-net-worth private clients. Share specific examples of how you've successfully built and maintained these relationships, as this will show your ability to bring in new business.
✨Discuss Your Investment Philosophy
Prepare to articulate your investment philosophy and approach. Interviewers will want to understand how you make decisions and identify opportunities in the market, so be clear and confident in your explanations.
✨Prepare Questions About the Firm
Research the wealth management firm thoroughly and prepare insightful questions about their operations and future plans. This shows your genuine interest in the company and helps you assess if it's the right fit for you.
