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For Companies At a Glance
- Tasks: Lead charity investment strategies and build strong client relationships.
- Company: Dynamic wealth management firm focused on charity partnerships.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Why this job: Make a meaningful impact by helping charities achieve their financial goals.
- Qualifications: Experience in wealth management and strong business development skills.
- Other info: Join a diverse team committed to inclusion and growth.
The predicted salary is between 43200 - 72000 £ per year.
My client is currently looking for an experienced Investment Director to take on the leadership of their Charity proposition in the Northwest. The successful candidate will help develop strong partnerships with existing and potential charity clients, tailoring and actively managing investment portfolios to meet their particular needs, reporting on progress and enhancing the relationship through value-added services.
Responsibilities
- Be responsible for the management of a Charity client base, developing and maintaining existing client relationships, and further increasing business with the generation of new clients.
- Consistently leading interactions on investment process and solutions, ensuring all interactions lead to a full understanding of the financial goals and ambitions of each charity.
- Operate with a growth mindset, managing a new business target, leading business development activities, and contributing towards the achievement of the group business plan, vision, and strategy.
- Work as part of the broader Wealth Management team, and introduce the right specialists to client relationships, where required, to enhance client experience and deliver exceptional client outcomes.
What you need to succeed
- Previous experience working with and managing assets on behalf of Charity clients.
- Significant experience within a Wealth Management role.
- Ability to understand client needs and the knowledge and communication skills to identify and articulate issues and solutions.
- Excellent business development skills.
How to apply
For more information please contact Graeme Hyland on 07896 933622 or email graeme.hyland@idexconsulting.com. Visit the IDEX Consulting Ltd website for further opportunities.
Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.
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.
Investment Director employer: IDEX Consulting
Contact Detail:
IDEX Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Director
✨Tip Number 1
Network like a pro! Get out there and connect with people in the charity sector. Attend events, join relevant groups, and don’t be shy about reaching out to potential clients on LinkedIn. Building those relationships can really set you apart.
✨Tip Number 2
Showcase your expertise! When you’re chatting with potential clients, make sure to highlight your experience in managing assets for charities. Share success stories and how you’ve tailored investment portfolios to meet specific needs. This will build trust and credibility.
✨Tip Number 3
Be proactive! Don’t wait for opportunities to come to you. Reach out to charities that align with your values and pitch how you can help them achieve their financial goals. A little initiative goes a long way in business development.
✨Tip Number 4
Apply through our website! We’ve got loads of resources and opportunities waiting for you. Plus, applying directly shows your enthusiasm and commitment to joining our team. Let’s get you started on this exciting journey!
We think you need these skills to ace Investment Director
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter to highlight your experience with charity clients. We want to see how your skills align with the specific needs of the role, so don’t hold back on showcasing your relevant achievements!
Showcase Your Communication Skills: Since this role involves a lot of client interaction, it’s crucial to demonstrate your ability to communicate effectively. Use clear and concise language in your application to reflect your communication prowess, just like you would with clients.
Highlight Business Development Experience: We’re looking for someone who can drive growth, so make sure to emphasise any previous successes in business development. Share specific examples of how you’ve generated new clients or expanded existing relationships in your past roles.
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, you’ll find more opportunities there that might catch your eye!
How to prepare for a job interview at IDEX Consulting
✨Know Your Charities
Before the interview, research the charity sector and understand the specific needs of charity clients. Familiarise yourself with current trends and challenges they face, so you can demonstrate your knowledge and show how you can tailor investment solutions to meet their goals.
✨Showcase Your Relationship Skills
Prepare examples of how you've successfully built and maintained client relationships in the past. Highlight your communication skills and ability to understand client needs, as these are crucial for the role of an Investment Director.
✨Demonstrate a Growth Mindset
Be ready to discuss your approach to business development and how you've contributed to growth in previous roles. Share specific strategies you've used to generate new clients and enhance existing relationships, aligning with the company's vision and strategy.
✨Engage with the Wealth Management Team
Understand the importance of collaboration within the Wealth Management team. Be prepared to discuss how you would work with specialists to enhance client experiences and outcomes, showcasing your ability to operate as part of a broader team.
