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- Tasks: Manage client portfolios and strengthen relationships with high-net-worth clients.
- Company: Established Investment Management firm in Bristol with a focus on wealth planning.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Other info: Opportunity for career growth and to work with experienced professionals.
- Why this job: Join a dynamic team and make a real impact in wealth management.
- Qualifications: 3+ years in wealth or investment management and Level 6 RDR qualification.
The predicted salary is between 55000 - 70000 £ per year.
The Company: A well-established Investment Management firm with an office in Bristol, offering Investment Management services and Wealth Planning to HNW clients.
The Role: The Investment Manager will be a level 6 qualified individual, who will take the responsibility in managing client portfolios and client relationships, ensuring that investment portfolios are managed appropriately and contributing to investment decisions alongside the portfolio management team. The Investment Manager will lead client conversations and strengthen relationships with clients and financial advisers, supporting the strategic growth of the wealth management business.
Managing client portfolios, the Investment Manager will be trusted to deliver exceptional service, building relationships with clients and Financial Planners, whilst also providing high quality support to the Portfolio Management team, by managing portfolios, handling payment requests, setting up new accounts, and sending out client documentation. The Investment Manager will assist and organise Portfolio Managers, liaise with Compliance, and take necessary action regarding suitability and T&C requirements. Handle compliance-related matters such as collation and checking client documentation.
The Investment Manager will support Portfolio Managers, taking notes of portfolio changes and preparing investment review letters, creating deals and arranging bulk trades for clients, ensuring portfolios are loaded and set up correctly. The Investment Manager will respond to ‘ad-hoc’ client queries, developing client relationships ensuring all required tasks are completed in the absence of senior management. Act as a point of contact to directly provide information to clients about financial instruments, structured deposits, investment services or ancillary services, either upon the client's request or at the firm's initiative.
The Candidate: 3+ years’ experience in wealth management or investment management, within a client-facing Investment Manager, Portfolio Manager or Wealth Manager role/team. Completed the Investment Management Certificate (IMC) and CF30 registration. Progressing through CISI Level 6 Diploma or equivalent. Strong Excel skills (Pivot tables, VLOOKUPs, etc.).
Investment Manager , Relationship Manager , Level 6 RDR , Wealth Management in Bath employer: JJ SEARCH LIMITED
Contact Detail:
JJ SEARCH LIMITED Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Manager , Relationship Manager , Level 6 RDR , Wealth Management in Bath
✨Tip Number 1
Network like a pro! Get out there and connect with people in the investment management scene. Attend industry events, join relevant online forums, and don’t be shy about reaching out to potential contacts on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Showcase your expertise! When you get the chance to chat with potential employers or during interviews, make sure to highlight your experience in managing client portfolios and building relationships. Share specific examples of how you've contributed to investment decisions or improved client satisfaction.
✨Tip Number 3
Be proactive! Don’t just wait for job postings to pop up. Reach out directly to firms you’re interested in, even if they’re not advertising roles. Express your interest in their work and how you can add value to their team. It shows initiative and could lead to opportunities!
✨Tip Number 4
Apply through our website! We’ve got a range of exciting roles in wealth management, and applying directly through us gives you a better chance of standing out. Plus, it’s super easy to navigate and keeps everything in one place for you!
We think you need these skills to ace Investment Manager , Relationship Manager , Level 6 RDR , Wealth Management in Bath
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Investment Manager role. Highlight your experience in wealth management and client-facing roles, and don’t forget to mention your qualifications like the IMC and any progress towards the CISI Level 6 Diploma.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about investment management and how your skills align with our needs. Be sure to mention your strong Excel skills and any relevant experience managing client portfolios.
Showcase Your Client Relationship Skills: Since this role is all about building relationships, make sure to include examples of how you've successfully managed client relationships in the past. We want to see how you’ve contributed to client satisfaction and retention!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at JJ SEARCH LIMITED
✨Know Your Stuff
Make sure you brush up on your investment management knowledge. Understand the latest trends in wealth management and be ready to discuss how they could impact client portfolios. This shows that you're not just qualified, but also genuinely interested in the field.
✨Showcase Your Relationship Skills
Since this role involves managing client relationships, prepare examples of how you've successfully built and maintained client connections in the past. Think about specific situations where you went above and beyond for a client or resolved a tricky issue.
✨Excel at Excel
Given the emphasis on strong Excel skills, be prepared to demonstrate your proficiency. You might be asked to solve a problem using Excel during the interview, so practice using pivot tables and VLOOKUPs beforehand to ensure you're confident.
✨Be Ready for Compliance Questions
As compliance is a key part of the role, review the basics of compliance regulations related to investment management. Be ready to discuss how you would handle compliance-related tasks and ensure suitability for clients, as this will show your understanding of the industry's standards.