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- Tasks: Manage client relationships and develop new business in investment management.
- Company: Join a leading national investment management firm with a strong reputation.
- Benefits: Enjoy a competitive salary, bonuses, and a comprehensive benefits package.
- Why this job: Be part of a dynamic team focused on growth and client success in the investment sector.
- Qualifications: Must be Level 6 qualified via CISI with experience as a UK discretionary Investment Manager.
- Other info: Existing client connections are a plus, but not essential for this role.
The predicted salary is between 54000 - 126000 £ per year.
A well-known national investment management firm are looking for an additional Investment Manager to assist with the continued development of the company in Leeds and across Yorkshire.
Whilst advantageous, an existing book of business is not essential as there are existing clients, but your focus will be a combination of maintaining existing client relationships and developing additional private client business from your own and new individual connections as well as professional intermediary connections.
You will have a solid background in the UK private client investment field and a genuine interest in all aspects of the investment industry.
Requirements:
- Level 6 qualified via the CISI as a minimum
- Experience as a UK discretionary Investment Manager
- Business development mindset to develop quality business from all sources
- A moderate active book of private client and intermediary connections
Investment Management - Investment Manager employer: Heat Recruitment
Contact Detail:
Heat Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Management - Investment Manager
✨Tip Number 1
Network actively within the investment community in Leeds and Yorkshire. Attend local finance events, seminars, and workshops to meet potential clients and intermediaries who could refer business your way.
✨Tip Number 2
Leverage social media platforms like LinkedIn to showcase your expertise in investment management. Share insights, articles, and engage with industry discussions to build your personal brand and attract connections.
✨Tip Number 3
Consider reaching out to existing clients of the firm to introduce yourself and discuss their investment needs. Building rapport with current clients can lead to referrals and new business opportunities.
✨Tip Number 4
Stay updated on market trends and investment strategies relevant to private clients. Being knowledgeable will not only help you maintain existing relationships but also position you as a trusted advisor to new clients.
We think you need these skills to ace Investment Management - Investment Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in the UK private client investment field. Emphasise your Level 6 qualification via the CISI and any relevant business development achievements.
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 mention your ability to maintain and develop client relationships.
Highlight Relevant Experience: When detailing your work history, focus on your experience as a discretionary Investment Manager. Include specific examples of how you've successfully developed business from both existing and new connections.
Showcase Your Business Development Mindset: Illustrate your business development mindset by providing examples of strategies you've implemented to grow client portfolios or enhance client relationships. This will demonstrate your proactive approach to the role.
How to prepare for a job interview at Heat Recruitment
✨Showcase Your Qualifications
Make sure to highlight your Level 6 qualification via the CISI 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 investment management.
✨Demonstrate Your Business Development Skills
Since the role requires a business development mindset, come prepared with examples of how you've successfully developed client relationships in the past. Discuss specific strategies you've used to grow your book of business and how you plan to apply them in this new position.
✨Know the Company and Its Clients
Research the investment management firm thoroughly before your interview. Understand their client base, services offered, and recent developments in the industry. This knowledge will help you tailor your responses and show genuine interest in contributing to their growth.
✨Prepare Questions for the Interviewers
Have a list of insightful questions ready to ask your interviewers. This could include inquiries about their approach to client management or how they envision the role evolving in the future. Asking thoughtful questions demonstrates your enthusiasm and engagement with the position.
