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- Tasks: Manage and advise on investment portfolios while developing new business connections.
- Company: Join a respected national Wealth Management firm with a strong presence in North East Scotland.
- Benefits: Enjoy a competitive salary up to £80,000 plus bonuses and a comprehensive benefits package.
- Why this job: Be part of a high-end team and make a real impact in the investment industry.
- Qualifications: Must be a qualified UK Discretionary Investment Manager with Level 6 CISI certification.
- Other info: Contact Chris for more details or to discuss this exciting opportunity.
The predicted salary is between 48000 - 64000 £ per year.
Investment Director – Aberdeen (existing book)
Basic to £80,000 plus bonus and full package
Company
A long established and highly regarded national Wealth Management firm are looking for an additional Investment Manager to continue their development of their offices in North East Scotland.
Role
You will be responsible for managing and advising on an existing book of discretionary, advisory, managed and XO client investment portfolios, placing deals resulting from portfolio reviews and placing option/derivative trades as and when required. As a senior member of an already well established high end team you will play an important part in further developing the brand within the region by acquiring additional business from your own existing and new connections as well as working closely with your colleagues across the business. You will 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
You will have a solid background as a UK Discretionary Investment Manager and ABSOLUTELY MUST BE QUALIFIED TO LEVEL 6 VIA THE CISI. You will be goal orientated and result focused and have a demonstrable track record in closing new high end investor business. Exceptional communication skills and the drive to succeed are prerequisites. Whilst there is an existing book of business you will still be expected to develop additional business..
Contact Chris for an initial discussion on 07784 945190, email chris.smith@heatuk.com or reply directly via this posting.
Heat Recruitment | Investment Manager employer: Heat Recruitment
Contact Detail:
Heat Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Heat Recruitment | Investment Manager
✨Tip Number 1
Make sure to leverage your existing network. Reach out to former colleagues, clients, and industry contacts to let them know you're looking for new opportunities. Personal connections can often lead to valuable referrals.
✨Tip Number 2
Stay updated on the latest trends in the investment industry. Being knowledgeable about current market conditions and investment strategies will not only help you in interviews but also demonstrate your genuine interest in the field.
✨Tip Number 3
Prepare to discuss your track record in detail. Be ready to share specific examples of how you've successfully closed high-end investor business in the past, as this will be crucial in showcasing your capabilities.
✨Tip Number 4
Consider reaching out to Chris directly for an informal chat. This can give you insights into the company culture and expectations, and it shows your proactive approach, which is highly valued in this role.
We think you need these skills to ace Heat Recruitment | Investment Manager
Some tips for your application 🫡
Understand the Role: Make sure to thoroughly read the job description for the Investment Manager position. Understand the responsibilities, qualifications, and skills required, especially the importance of being qualified to Level 6 via the CISI.
Tailor Your CV: Customize your CV to highlight your experience as a UK Discretionary Investment Manager. Emphasize your track record in closing high-end investor business and your ability to build long-lasting relationships.
Craft a Compelling Cover Letter: Write a cover letter that showcases your genuine interest in the investment industry. Discuss how your skills and experiences align with the role and how you can contribute to the firm's growth in North East Scotland.
Follow Up: After submitting your application through our website, consider following up with a brief email to express your enthusiasm for the position and to inquire about the next steps in the hiring process.
How to prepare for a job interview at Heat Recruitment
✨Showcase Your Investment Knowledge
Be prepared to discuss your understanding of the investment industry, including current trends and market conditions. Highlight your experience with discretionary and advisory portfolios, as well as any specific strategies you've successfully implemented.
✨Demonstrate Relationship-Building Skills
Since the role emphasizes building long-lasting relationships, come ready with examples of how you've successfully developed client relationships in the past. Discuss your approach to networking and acquiring new business.
✨Highlight Your Qualifications
Make sure to emphasize your Level 6 qualification via the CISI, as this is a crucial requirement for the position. Be ready to explain how your qualifications have prepared you for the challenges of the role.
✨Prepare for Behavioral Questions
Expect questions that assess your goal orientation and results-focused mindset. Prepare specific examples that demonstrate your track record in closing high-end investor business and achieving targets.
