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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 or email. 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.
Investment Director in London employer: IDEX Consulting
Contact Detail:
IDEX Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Director in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the charity sector and let them know you're on the lookout for an Investment Director role. Personal recommendations can make all the difference, so don’t be shy about asking for introductions.
✨Tip Number 2
Showcase your expertise! When you get the chance to chat with potential employers, highlight your experience with charity clients and how you've tailored investment portfolios to meet their needs. This will demonstrate that you understand their unique challenges.
✨Tip Number 3
Be proactive! Don’t just wait for job openings to pop up. Reach out directly to organisations you admire and express your interest in working with them. Sometimes, creating your own opportunity is the best way to land the job.
✨Tip Number 4
Apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can give you a better chance of standing out. Plus, it’s super easy to keep track of your applications this way!
We think you need these skills to ace Investment Director in London
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter to highlight your experience with charity clients and wealth management. 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 understanding of client needs and how you can articulate solutions.
Highlight Business Development Experience: We’re looking for someone who can drive growth, so be 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: To make sure your application gets the attention it deserves, apply directly through our website. This way, we can easily track your application and ensure it reaches the right people. Plus, it shows you’re serious about joining our team!
How to prepare for a job interview at IDEX Consulting
✨Know Your Charities
Before the interview, research the charity clients you might be working with. Understand their missions, financial goals, and any recent news or challenges they face. This will help you tailor your responses and show that you genuinely care about their needs.
✨Showcase Your Wealth Management Experience
Be ready to discuss your previous roles in wealth management, especially those involving charity clients. Prepare specific examples of how you've successfully managed investment portfolios and built strong client relationships. This will demonstrate your expertise and suitability for the role.
✨Demonstrate a Growth Mindset
Since the role involves business development, come prepared with ideas on how to attract new charity clients. Think about innovative strategies or services that could enhance client experience and align with the company's vision. This shows you're proactive and aligned with their goals.
✨Communicate Clearly and Confidently
During the interview, focus on articulating your thoughts clearly. Practice explaining complex financial concepts in simple terms, as you'll need to do this with clients. Good communication skills are key in understanding and addressing client needs effectively.
