At a Glance
- Tasks: Provide expert investment advice and manage high-profile client relationships.
- Company: Leading investment management firm with a focus on private clients.
- Benefits: Competitive salary up to £150,000 plus exceptional rewards.
- Other info: Opportunities for career growth in a thriving financial services environment.
- Why this job: Join a dynamic team and make a real impact in the investment world.
- Qualifications: Must be CISI/CFA Level 6 qualified with a strong background in private client management.
The predicted salary is between 108000 - 180000 £ per year.
Base pay range: Basic to £150,000 plus exceptional reward structure. This role is Associate Director - Developing the Private Client Investment market throughout the UK.
Role: Providing complex investment advice to existing and new HNW/UHNW clients, and the development and ongoing management of high-profile client relationships to ensure performance in line with their stated goals.
Candidate / Qualifications: YOU MUST BE CISI/CFA LEVEL 6 QUALIFIED AS AN ABSOLUTE MINIMUM. You will have a solid and stable background as a private client discretionary relationship/investment manager within a UK private banking or wealth management environment. A mature book of existing UK clients from which to leverage business opportunities is essential together with a track record of building and maintaining long lasting profitable relationships.
Seniority level: Mid-Senior level
Employment type: Full-time
Job function: Business Development, Consulting, and Finance
Industries: Investment Management, Financial Services, and Investment Advice
Investment Manager in England employer: Heat Recruitment
Join an award-winning software consultancy in Newcastle that values flexibility and employee growth. With a strong focus on career progression and a supportive training programme, this company fosters a collaborative work culture where your contributions are recognised and rewarded. Enjoy the benefits of hybrid working while being part of a team that serves a diverse range of clients, from SMEs to large organisations.
StudySmarter Expert Advice🤫
We think this is how you could land Investment Manager in England
✨Tip Number 1
Network like a pro! Reach out to your connections in the investment management world and let them know you're on the lookout for new opportunities. A personal recommendation can go a long way in landing that dream role.
✨Tip Number 2
Prepare for those interviews by brushing up on your knowledge of current market trends and investment strategies. We want you to impress with your expertise, so be ready to discuss how you can add value to potential clients.
✨Tip Number 3
Don’t just wait for job postings to come to you! Actively search for roles on our website and apply directly. This shows initiative and can help you stand out from the crowd.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can keep you fresh in the interviewer's mind and show your enthusiasm for the role. Plus, it’s a great chance to reiterate why you’re the perfect fit.
We think you need these skills to ace Investment Manager in England
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Investment Manager role. Highlight your CISI/CFA Level 6 qualifications and any relevant experience in private banking or wealth management. We want to see how your background aligns with what we’re looking for!
Showcase Your Client Relationships:Since this role involves managing high-profile client relationships, be sure to showcase your existing UK clients and how you've built those long-lasting connections. We love seeing a solid track record of success!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re passionate about investment management and how you can contribute to our team. We appreciate a personal touch that reflects your personality and enthusiasm.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates. Let’s get your journey started!
How to prepare for a job interview at Heat Recruitment
✨Know Your Numbers
As an Investment Manager, you’ll need to demonstrate your understanding of complex investment strategies. Brush up on key metrics and performance indicators relevant to high-net-worth clients. Be ready to discuss how you've used these in past roles to achieve client goals.
✨Showcase Your Client Relationships
Prepare to talk about your existing book of clients and how you've successfully managed those relationships. Highlight specific examples where you've turned challenges into opportunities, showcasing your ability to build trust and rapport with HNW/UHNW clients.
✨Demonstrate Your Qualifications
Since the role requires CISI/CFA Level 6 qualifications, be prepared to discuss how your education has equipped you for this position. Share insights from your studies that are directly applicable to the role, showing that you’re not just qualified but also knowledgeable.
✨Research the Company
Before the interview, take time to understand the company’s position in the market and its approach to private client investment. This will help you tailor your responses and show that you’re genuinely interested in contributing to their success.
