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For Companies At a Glance
- Tasks: Cultivate new private clients and manage diverse investment portfolios.
- Company: Join a dynamic national wealth management firm with a strong reputation.
- Benefits: Enjoy a competitive salary up to £120,000 plus a full benefits package.
- Why this job: Be part of a strategic team shaping the future of wealth management.
- Qualifications: CISI level 6 qualification and experience with HNW/UHNW clients required.
- Other info: Contact Chris for an initial conversation about this exciting opportunity.
The predicted salary is between 84000 - 168000 £ per year.
Job Description
Investment Director (HNW/UHNW) – Wealth Management
West Midlands
Basic to £120,000 plus full package
Company
- Our client, a dynamic and highly regarded national wealth management firm, requires an experienced and highly innovative Investment Director to assist with the next stage of their development.
Duties and responsibilities
- Identify and cultivate new private clients both directly and via a well-established intermediary network and develop long lasting relationships.
- Deliver an outstanding service through effective client management, including KYC and suitability assessments.
- Manage a diverse range of investment portfolios that align with the stated risk profiles, ensuring the clients financial goals are met.
- Contribute to the strategic direction of the firm, allowing it to achieve its strategic goals.
Candidate
- The CISI level 6 qualification, as a minimum, is absolutely essential.
- You will have an established client base and growth-focused mentality for developing new business.
- You will be excited to build and create value within a firm and contribute to its development.
- A solid background of successfully managing HNW/UHNW client relationships, with a full understanding of investment strategies and multi-asset portfolio management.
- An entrepreneurial attitude is vital, together with a proactive approach to business development, and a desire to succeed at all times.
For an initial conversation, please contact Chris on 07784 945190, email chris.smith@weareedenrose.com or respond directly to this posting.
Contact Detail:
Heat Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Director
✨Tip Number 1
Network actively within the wealth management sector. Attend industry events, seminars, and workshops to meet potential clients and intermediaries. Building relationships in person can significantly enhance your chances of landing the role.
✨Tip Number 2
Showcase your expertise in investment strategies during interviews. Be prepared to discuss specific cases where you've successfully managed HNW/UHNW client portfolios. This will demonstrate your capability and understanding of the role.
✨Tip Number 3
Research the firm thoroughly before any discussions. Understand their strategic goals and how you can contribute to them. Tailoring your conversation to align with their vision will make you a more attractive candidate.
✨Tip Number 4
Leverage your existing client base to highlight your business development skills. Be ready to discuss how you plan to grow this base further and what innovative strategies you would implement to attract new clients.
We think you need these skills to ace Investment Director
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in wealth management, particularly with HNW/UHNW clients. Emphasise your CISI level 6 qualification and any relevant achievements that demonstrate your ability to manage diverse investment portfolios.
Craft a Compelling Cover Letter: Write a cover letter that showcases your entrepreneurial attitude and proactive approach to business development. Mention specific examples of how you've successfully cultivated client relationships and contributed to strategic goals in previous roles.
Highlight Relevant Skills: In your application, clearly outline your skills in client management, KYC assessments, and suitability evaluations. Make sure to connect these skills to the responsibilities mentioned in the job description.
Showcase Your Network: If you have an established intermediary network or client base, mention this in your application. Highlight how this network can contribute to the firm's growth and your ability to deliver outstanding service.
How to prepare for a job interview at Heat Recruitment
✨Showcase Your Client Management Skills
As an Investment Director, your ability to manage client relationships is crucial. Prepare examples of how you've successfully cultivated and maintained relationships with HNW/UHNW clients, highlighting your approach to KYC and suitability assessments.
✨Demonstrate Your Investment Knowledge
Be ready to discuss various investment strategies and portfolio management techniques. Familiarise yourself with current market trends and be prepared to explain how you would align investment portfolios with clients' risk profiles.
✨Exhibit Your Entrepreneurial Spirit
The firm is looking for someone with a growth-focused mentality. Share instances where you've taken initiative in business development or created value within your previous roles, showcasing your proactive approach.
✨Align with the Firm's Strategic Goals
Understand the strategic direction of the firm and be prepared to discuss how your experience and vision can contribute to achieving these goals. This shows that you're not just focused on individual success but also on the firm's overall development.