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For Companies At a Glance
- Tasks: Manage and advise on diverse investment portfolios while driving business growth.
- Company: Join a respected national Wealth Management firm with a strong regional presence.
- Benefits: Enjoy a competitive salary up to £80,000 plus bonuses and a comprehensive benefits package.
- Why this job: Be a key player in a dynamic team, enhancing your career in a reputable firm.
- Qualifications: Must be a qualified UK Discretionary Investment Manager with Level 6 CISI certification.
- Other info: Ideal candidates will have an existing book of over £10m and a proven track record.
The predicted salary is between 48000 - 112000 £ per year.
Investment Manager
Hereford & Worcester
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 South West England.
Role
You will be responsible for managing and advising on a 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 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.
Candidate
You will have a solid background as a UK Discretionary Investment Manager and ABSOLUTELY MUST BE QUALIFIED TO LEVEL 6 VIA THE CISI. Y ou will be goal orientated and result focused and have a demonstrable track record in closing new high end investor business. You will need a small book to start, somewhere in excess of £10m would be ideal, and develop additional clients from your own private client and intermediary connections.
Contact Chris for an initial discussion on 07784 945190, email or reply direct via this posting.
Investment Manager employer: Heat Recruitment
Contact Detail:
Heat Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Manager
✨Tip Number 1
Network actively within the wealth management sector. Attend industry events and connect with professionals who can introduce you to potential clients or opportunities. Building relationships is key in this role.
✨Tip Number 2
Leverage your existing connections to showcase your expertise. Reach out to former clients or colleagues to discuss potential collaborations or referrals, as personal recommendations can significantly boost your chances.
✨Tip Number 3
Stay updated on market trends and investment strategies. Being knowledgeable about current financial landscapes will not only help you in client discussions but also demonstrate your commitment to the role.
✨Tip Number 4
Prepare for the interview by practicing how to articulate your past successes in managing investment portfolios. Highlight specific examples where you've successfully closed high-end investor business to impress the hiring team.
We think you need these skills to ace Investment Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a UK Discretionary Investment Manager. Emphasize your qualifications, particularly your Level 6 CISI certification, and showcase your track record in acquiring high-end investor business.
Craft a Compelling Cover Letter: Write a cover letter that clearly outlines your motivation for applying to this specific role. Mention how your background aligns with the company's goals and how you can contribute to their growth in South West England.
Highlight Your Network: In your application, mention your existing connections and how they can help you develop additional clients. This is crucial for demonstrating your ability to bring in new business.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors or inconsistencies. A polished application reflects your attention to detail and professionalism.
How to prepare for a job interview at Heat Recruitment
✨Showcase Your Track Record
Be prepared to discuss your previous successes in managing discretionary investment portfolios. Highlight specific examples where you closed high-end investor business and how you achieved those results.
✨Demonstrate Your Qualifications
Since the role requires a Level 6 qualification via the CISI, make sure to emphasize your credentials. Discuss how your qualifications have equipped you with the necessary skills to excel in this position.
✨Network and Build Connections
As the role involves acquiring new business, be ready to talk about your existing connections and how you plan to leverage them. Share strategies on how you intend to develop additional clients from your private client and intermediary networks.
✨Understand the Company’s Brand
Research the company’s values and brand presence in the South West region. Be prepared to discuss how you can contribute to further developing their brand and what unique value you bring to the team.
