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For Companies At a Glance
- Tasks: Lead and grow a portfolio of discretionary private client investments.
- Company: Join a well-established Wealth Management firm expanding in the North of England.
- Benefits: Enjoy a competitive salary up to £110,000 plus bonuses and comprehensive benefits.
- Why this job: Be part of a reputable team, enhancing your career while making impactful connections.
- Qualifications: Must hold Level 6 qualification via CISI/CFA and have a strong investment management background.
- Other info: Contact Chris for more details or to discuss this exciting opportunity.
The predicted salary is between 66000 - 88000 £ per year.
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 North of England.
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 to moderate 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.
Interim Director of Asset Management and Property Services employer: Heat Recruitment
Contact Detail:
Heat Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Interim Director of Asset Management and Property Services
✨Tip Number 1
Network actively within the investment community, especially in Leeds and Manchester. Attend industry events, seminars, and local meetups to connect with potential clients and other professionals who can refer you.
✨Tip Number 2
Leverage your existing connections with high-net-worth individuals. Reach out to them to discuss their investment needs and how you can provide tailored solutions, showcasing your expertise and building trust.
✨Tip Number 3
Stay updated on market trends and investment opportunities. Being knowledgeable about current events and changes in the investment landscape will help you engage in meaningful conversations with potential clients.
✨Tip Number 4
Prepare to demonstrate your track record in closing high-end investor business. Be ready to share specific examples of past successes during discussions, as this will build credibility and confidence in your abilities.
We think you need these skills to ace Interim Director of Asset Management and Property Services
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 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 company's growth by leveraging your existing connections.
Showcase Your Track Record: Provide specific examples of your success in closing new high-end investor business. Highlight any achievements that demonstrate your ability to build and maintain profitable relationships.
Proofread Your Application: Before submitting, carefully proofread your application materials. Ensure there are no typos or grammatical errors, as attention to detail is crucial in the finance sector.
How to prepare for a job interview at Heat Recruitment
✨Showcase Your Qualifications
Make sure to highlight your Level 6 qualification via 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 Network
Since existing connections with high-net-worth private clients are essential, come prepared with examples of how you've built and maintained these relationships. Discuss specific instances where your network has led to successful business outcomes.
✨Discuss Your Track Record
Be ready to present your track record in closing new high-end investor business. Use quantifiable achievements to illustrate your success and how you can contribute to the firm's growth in the North of England.
✨Express Your Passion for Investment
Convey your genuine interest in all aspects of the investment industry. Share insights on current market trends or recent developments that excite you, as this will demonstrate your enthusiasm and commitment to the field.
