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For Companies At a Glance
- Tasks: Manage investment portfolios and develop private client business in London.
- Company: Join a national Investment Management firm with a strong reputation.
- Benefits: Enjoy a competitive salary up to £110,000 plus bonuses and a full benefits package.
- Why this job: This role offers the chance to build lasting relationships and explore new investment opportunities.
- Qualifications: Must be Level 6 qualified via CISI with experience as a UK discretionary Investment Manager.
- Other info: Contact Chris for an initial discussion about this exciting opportunity.
The predicted salary is between 66000 - 88000 £ per year.
Investment/Portfolio Manager
London West End
Basic up to £110,000 plus bonus and full package
Company
- A well-known national investment management firm are looking for an additional Investment Manager to assist with the continued development of the company in and around London.
Role
- You will need for a relatively small book of existing business, although there are existing clients, but your focus will be on developing additional private client business from your own and new individual connections as well as professional intermediaries.
- You will have the ability to build and maintain long lasting and profitable relationships and recognise new opportunities as and when they arise.
Candidate
- You ABSOLUTELY MUST BE LEVEL 6 QUALIFIED VIA THE CISI ,
- You will be an experienced UK private client discretionary Investment Manager
- You will have a business development mindset that will allow you to identify and close quality business from all sources.
For an initial discussion please contact Chris on 07784 945190, email or respond directly to this posting.
Investment/Portfolio Manager employer: Heat Recruitment
Contact Detail:
Heat Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment/Portfolio Manager
✨Tip Number 1
Network actively within the investment community in London. Attend industry events, seminars, and workshops to meet potential clients and intermediaries who can help you grow your private client business.
✨Tip Number 2
Leverage social media platforms like LinkedIn to connect with other professionals in the investment sector. Share insights and engage in discussions to showcase your expertise and attract new connections.
✨Tip Number 3
Stay updated on market trends and investment strategies. This knowledge will not only enhance your credibility but also help you identify new opportunities that you can discuss with potential clients.
✨Tip Number 4
Consider reaching out to existing contacts and asking for referrals. A personal recommendation can go a long way in establishing trust with new clients and intermediaries.
We think you need these skills to ace Investment/Portfolio Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a UK discretionary Investment Manager. Emphasize 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 skills in building long-lasting relationships can contribute to the firm's growth and success.
Showcase Your Business Development Mindset: Provide specific examples of how you've successfully developed private client business in the past. This will demonstrate your proactive approach and ability to recognize new opportunities.
Proofread Your Application: Before submitting, carefully proofread your application 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
✨Show Your Investment Knowledge
Make sure to demonstrate your genuine interest in the investment industry. Be prepared to discuss recent market trends, investment strategies, and how they can impact private client portfolios.
✨Highlight Relationship Building Skills
Since the role emphasizes developing long-lasting relationships, share specific examples of how you've successfully built and maintained client relationships in the past.
✨Discuss Your Business Development Mindset
Prepare to talk about your approach to business development. Share instances where you identified new opportunities and successfully converted them into profitable business.
✨Emphasize Your Qualifications
As a Level 6 qualified professional via the CISI is a must, be ready to discuss your qualifications and how they have equipped you for this role. Highlight any relevant certifications or training that support your expertise.
