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For Companies At a Glance
- Tasks: Manage client portfolios and develop tailored investment solutions.
- Company: Respected investment management firm with a collaborative culture.
- Benefits: Competitive salary, professional development, and career progression.
- Other info: Dynamic role with opportunities for networking and business development.
- Why this job: Join a growing firm and make a meaningful impact on client relationships.
- Qualifications: CISI Level 6 qualification and proven investment management experience.
The predicted salary is between 50000 - 70000 £ per year.
Location: Leeds
Clients available to inherit
About the Opportunity
Our client, a well-established and highly respected investment management firm, is seeking an experienced Investment Manager to join their Leeds office. This is an excellent opportunity to join a collaborative and growth-focused organisation where you will play a key role in managing and developing client relationships while delivering tailored investment solutions. This is a dynamic position offering the chance to manage an existing client portfolio while also contributing to business development and the firm’s continued expansion.
Key Responsibilities
- Manage a range of advisory and discretionary portfolios, tailored to meet individual client objectives
- Build, maintain, and enhance long-term client relationships
- Construct and review portfolios, ensuring suitability, performance, and tax efficiency
- Identify opportunities to grow and develop your client base
- Contribute to business development activities, including networking, presentations, and client pitches
- Participate in investment and research committee discussions
- Support the delivery of the firm’s strategic objectives
About You
- Minimum CISI Level 6 (or equivalent) qualification
- Proven experience in investment management, ideally with an existing client book
- Strong client relationship management skills with a client-first approach
- Established professional network and ability to generate new business
- Excellent communication skills, both written and verbal
- Analytical mindset with the ability to identify opportunities and provide creative solutions
- Self-motivated, adaptable, and proactive in approach
Why Apply?
- Opportunity to join a highly regarded, independent investment management firm
- Supportive and collaborative team culture
- Strong emphasis on professional development and career progression
- Ability to make a meaningful impact within a growing business
- Competitive salary and benefits package
If you are an experienced Investment Manager looking for your next step in a progressive and client-focused environment, we would be keen to hear from you.
Investment Manager employer: IDEX Consulting Ltd
Contact Detail:
IDEX Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Manager
✨Tip Number 1
Network like a pro! Get out there and connect with industry professionals, attend events, and join investment management groups. The more people you know, the better your chances of landing that Investment Manager role.
✨Tip Number 2
Showcase your expertise! Prepare to discuss your previous client relationships and how you've tailored investment solutions. Be ready to share specific examples during interviews to demonstrate your skills and experience.
✨Tip Number 3
Practice your pitch! Whether it's for a networking event or an interview, having a clear and confident way to present yourself and your ideas can make all the difference. We recommend rehearsing with a friend or in front of a mirror.
✨Tip Number 4
Apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can give you a leg up. Plus, it shows you're genuinely interested in joining our team!
We think you need these skills to ace Investment Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Investment Manager role. Highlight your client relationship management skills and any relevant qualifications, like your CISI Level 6.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re the perfect fit for our team. Mention specific examples of how you've managed portfolios and built client relationships in the past.
Showcase Your Analytical Skills: In your application, don’t forget to demonstrate your analytical mindset. Share instances where you've identified opportunities or provided creative solutions in investment management.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at IDEX Consulting Ltd
✨Know Your Client Portfolio
Before the interview, take some time to research the types of clients the firm manages. Familiarise yourself with their investment strategies and how you can tailor solutions to meet individual client objectives. This will show your proactive approach and understanding of the role.
✨Showcase Your Relationship Skills
Prepare examples of how you've built and maintained long-term client relationships in the past. Be ready to discuss specific instances where your client-first approach made a difference. This will highlight your suitability for managing and developing client relationships.
✨Demonstrate Your Analytical Mindset
Be prepared to discuss your analytical skills and how you've identified opportunities in previous roles. Think of examples where your creative solutions led to successful outcomes. This will illustrate your ability to construct and review portfolios effectively.
✨Engage in Business Development Conversations
Since the role involves contributing to business development, come equipped with ideas on how you could grow the client base. Discuss your networking experiences and any presentations or pitches you've delivered. This will show your enthusiasm for contributing to the firm's expansion.