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- Tasks: Lead charity investment strategies and build strong partnerships to enhance client portfolios.
- Company: Dynamic financial services organisation focused on charity growth in the Northwest.
- Benefits: Competitive salary, flexible working options, and opportunities for professional development.
- Why this job: Make a meaningful impact by supporting charities and driving financial growth.
- Qualifications: Extensive experience in Wealth Management and proven business development skills.
- Other info: Join a collaborative team with a passion for making a difference.
The predicted salary is between 43200 - 72000 £ per year.
A financial services organization in the Northwest is seeking an experienced Investment Director to lead their Charity proposition. The successful candidate will manage a charity client base, develop strong partnerships, and enhance investment portfolios to meet client needs.
Responsibilities include:
- Business development
- Collaboration with the Wealth Management team
The ideal candidate should have significant experience in Wealth Management and excellent business development skills.
Charity Investment Director: Growth & Partnerships employer: IDEX Consulting
Contact Detail:
IDEX Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Charity Investment Director: Growth & Partnerships
✨Tip Number 1
Network like a pro! Reach out to your connections in the charity and investment sectors. Attend events, join relevant groups, and don’t be shy about sharing your expertise. You never know who might have the perfect opportunity for you!
✨Tip Number 2
Showcase your skills! Prepare a portfolio that highlights your achievements in Wealth Management and business development. Use real examples of how you've enhanced investment portfolios or built strong partnerships. This will make you stand out during interviews.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or mentors to refine your pitch. Focus on articulating how your experience aligns with the role of Charity Investment Director and how you can drive growth and partnerships.
✨Tip Number 4
Apply through our website! We’ve got loads of opportunities waiting for you. Tailor your application to highlight your relevant experience and show us why you’re the best fit for the Charity Investment Director role. Let’s get you that dream job!
We think you need these skills to ace Charity Investment Director: Growth & Partnerships
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in Wealth Management and business development. We want to see how your skills align with our Charity proposition, so don’t hold back on showcasing relevant achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about charity investments and how you can enhance our client partnerships. We love seeing genuine enthusiasm for the role.
Showcase Your Client Management Skills: Since managing a charity client base is key, be sure to include examples of how you've successfully built and maintained client relationships in the past. We’re looking for someone who can really connect with our clients!
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’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 Charity Landscape
Before the interview, dive deep into the charity sector and understand the current trends and challenges. Familiarise yourself with key players and how they operate. This knowledge will help you demonstrate your expertise and show that you're genuinely interested in the role.
✨Showcase Your Business Development Skills
Prepare specific examples of how you've successfully developed partnerships in the past. Be ready to discuss strategies you've implemented that led to growth. This will highlight your ability to drive business development, which is crucial for the role.
✨Collaborate with Wealth Management Insights
Since collaboration with the Wealth Management team is a key responsibility, think of ways you've worked cross-functionally in previous roles. Share stories that illustrate your teamwork skills and how you’ve contributed to joint successes.
✨Ask Insightful Questions
Prepare thoughtful questions about the organisation's charity proposition and future goals. This not only shows your interest but also gives you a chance to assess if the company aligns with your values and career aspirations.
