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For Companies At a Glance
- Tasks: Lead investment strategies and manage high-net-worth client portfolios with expert guidance.
- Company: Established wealth management firm with a strong reputation and collaborative culture.
- Benefits: Competitive salary, bonuses, flexible benefits, and comprehensive support for career growth.
- Why this job: Make a direct impact on client success while shaping investment strategies in a senior role.
- Qualifications: Experience in wealth management, strong communication skills, and professional investment qualifications.
- Other info: Opportunity for leadership progression in a diverse and inclusive work environment.
The predicted salary is between 43200 - 72000 £ per year.
A national, well-established wealth management firm is seeking an experienced Senior Investment Manager to lead its investment offering and provide strategic portfolio guidance for high-net-worth clients. This is an exciting senior role, working closely with Financial Planners and clients to deliver tailored investment solutions while shaping the investment strategy for the Birmingham office.
The Role
- You will take ownership of client investment portfolios, providing senior-level advice, oversight and strategy.
- As a senior member of the investment team, you will guide and mentor junior colleagues while ensuring clients receive expert, research-driven investment solutions.
- Key responsibilities include:
- Managing and overseeing high-net-worth client investment portfolios, ensuring alignment with goals, risk appetite and long-term strategy.
- Providing strategic investment advice and recommendations, supported by market research and in-depth analysis.
- Collaborating with Financial Planners to integrate investment solutions into broader financial plans.
- Leading investment-focused client meetings and presenting complex portfolio strategies clearly and confidently.
- Supporting business growth through contributions to client acquisition and retention, as well as representing the firm at networking or investment events.
- Mentoring and developing junior investment team members.
What You’ll Bring
- Significant experience in wealth or investment management, ideally managing HNW or UHNW portfolios.
- Deep knowledge of asset allocation, investment strategy, portfolio construction and risk management.
- Proven ability to lead and influence clients, colleagues and internal stakeholders.
- Strong communication and presentation skills, able to explain complex investment concepts clearly.
- Professional investment qualifications such as CFA, CISI Diploma, or equivalent.
- A proactive, collaborative and strategic mindset.
Why This Role?
- Senior position within a respected, long-established wealth management business.
- Influence investment strategy while working with a high-performing, collaborative team.
- Direct impact on client outcomes and business growth.
- Comprehensive support from paraplanning and administrative teams.
- Competitive total rewards package including bonus and flexible benefits.
- Long-term career development with scope for leadership progression.
Contact Ellie Sedgwick at IDEX Consulting: ellie.sedgwick@idexconsulting.com, 07441 341 817.
Visit the IDEX Consulting Ltd website for further opportunities.
Our Diversity, Equity and Inclusion Mission
At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
Senior Investment Manager in Birmingham employer: IDEX Consulting
Contact Detail:
IDEX Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Investment Manager in Birmingham
✨Tip Number 1
Network like a pro! Get out there and connect with industry professionals at events or through LinkedIn. We all know that sometimes it’s not just what you know, but who you know that can help you land that Senior Investment Manager role.
✨Tip Number 2
Showcase your expertise in investment strategies during interviews. Be ready to discuss your past experiences managing high-net-worth portfolios and how you’ve influenced client outcomes. We want to see your passion for investment management shine through!
✨Tip Number 3
Prepare for those tricky questions! Think about how you would handle complex portfolio strategies and client relationships. We recommend practising with a friend or mentor to boost your confidence before the big day.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and engaged with our firm.
We think you need these skills to ace Senior Investment Manager in Birmingham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the Senior Investment Manager role. Highlight your experience with high-net-worth clients and any relevant qualifications like CFA or CISI. We want to see how your background aligns with our needs!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Share specific examples of how you've led investment strategies and mentored colleagues. We love a good story that showcases your skills!
Showcase Your Communication Skills: Since this role involves presenting complex ideas, make sure your application reflects your strong communication abilities. Use clear and concise language, and don’t shy away from demonstrating how you’ve effectively communicated with clients in the past.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you’re considered for the role. Plus, it’s super easy – just a few clicks and you’re done!
How to prepare for a job interview at IDEX Consulting
✨Know Your Portfolio Inside Out
Before the interview, make sure you have a deep understanding of your own investment philosophy and past portfolio performances. Be ready to discuss specific strategies you've implemented and how they align with high-net-worth client goals.
✨Showcase Your Leadership Skills
As a Senior Investment Manager, you'll be expected to mentor junior colleagues. Prepare examples of how you've successfully led teams or projects in the past, highlighting your ability to influence and guide others in a collaborative environment.
✨Master the Art of Communication
You’ll need to explain complex investment concepts clearly. Practice articulating your thoughts on asset allocation and risk management in simple terms, as this will demonstrate your ability to connect with clients and colleagues alike.
✨Research the Firm and Its Culture
Familiarise yourself with the wealth management firm's values and recent developments. Understanding their approach to client relationships and investment strategies will help you tailor your responses and show that you're genuinely interested in contributing to their success.
