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- Tasks: Manage client portfolios and strengthen relationships with clients and financial advisers.
- Company: Established boutique Investment Management firm focused on HNW clients.
- Benefits: Competitive salary, professional development, and a dynamic work environment.
- Other info: Opportunity for career growth and to work closely with experienced professionals.
- Why this job: Join a team where you can make a real impact in wealth management.
- Qualifications: 3+ years in wealth or investment management and strong Excel skills.
The predicted salary is between 50000 - 70000 £ per year.
The Company: A well-established boutique Investment Management firm offering Investment Advice 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 and 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 City of London 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 City of London
✨Tip Number 1
Network like a pro! Get out there and connect with people in the wealth management industry. Attend events, join online forums, and don’t be shy about reaching out to potential colleagues 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 hiring managers or during interviews, make sure to highlight your experience in managing client portfolios and building relationships. Use specific examples to demonstrate how you've contributed to investment decisions in the past.
✨Tip Number 3
Prepare for those tricky questions! Brush up on common interview questions related to compliance and portfolio management. Think about how you would handle client queries or manage ad-hoc requests, as these are key parts of the Investment Manager role.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got some fantastic opportunities waiting for you. Make sure your application stands out by tailoring it to the specific role and showcasing your strong Excel skills and relevant qualifications.
We think you need these skills to ace Investment Manager , Relationship Manager , Level 6 RDR , Wealth Management in City of London
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.
Showcase Your Skills: We want to see your strong Excel skills in action! Include specific examples of how you've used tools like Pivot tables and VLOOKUPs in your previous roles to manage portfolios or analyse data.
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 you can contribute to our team. Make it personal and engaging – we love a good story!
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team!
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 you're not just qualified, but 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 – this will highlight your interpersonal skills.
✨Excel at Excel
Given the emphasis on strong Excel skills, be prepared to demonstrate your proficiency. You might be asked to solve a problem or analyse data on the spot, so practice using pivot tables and VLOOKUPs beforehand to ensure you're confident during the interview.
✨Be Ready for Compliance Questions
Familiarise yourself with compliance-related matters that are relevant to the role. Be prepared to discuss how you would handle client documentation and suitability requirements, as this is crucial for maintaining trust and integrity in client relationships.