Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- 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 supportive team environment.
- Other info: Opportunity for career growth in a collaborative and client-focused setting.
- Why this job: Join a dynamic team and make a real impact in wealth management.
- Qualifications: Level 6 RDR qualified with strong relationship management skills.
The predicted salary is between 55000 - 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 in regard to suitability.
Investment Manager, Relationship Manager, Level 6 RDR, Wealth Management 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
✨Tip Number 1
Network like a pro! Reach out to your connections in the investment and wealth management sectors. Attend industry events or webinars, and don’t be shy about introducing yourself. We all know that sometimes it’s not just what you know, but who you know!
✨Tip Number 2
Prepare for those interviews! Research the company thoroughly and understand their client base. We recommend practising common interview questions related to portfolio management and client relationships. Show them you’re not just qualified, but genuinely interested in their firm.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way. It shows your enthusiasm for the role and keeps you fresh in their minds. We suggest mentioning something specific from your conversation to make it personal.
✨Tip Number 4
Apply through our website! We’ve got loads of resources to help you stand out. Plus, applying directly can sometimes give you an edge over other candidates. Let’s get you that Investment Manager role!
We think you need these skills to ace Investment Manager, Relationship Manager, Level 6 RDR, Wealth Management
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Investment Manager role. Highlight your qualifications, especially if you're level 6 RDR qualified, and showcase any relevant experience in managing client portfolios.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re passionate about wealth management and how you can contribute to our team. Be specific about your experience with client relationships and investment decisions.
Showcase Your Communication Skills: As an Investment Manager, strong communication is key. In your application, demonstrate your ability to engage with clients and financial advisers. Use clear and concise language to show us you can lead conversations effectively.
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 shows us you’re keen on joining our team!
How to prepare for a job interview at JJ SEARCH LIMITED
✨Know Your Stuff
Make sure you’re well-versed in investment management and wealth planning. Brush up on the latest market trends, portfolio management strategies, and compliance regulations. This will not only show your expertise but also demonstrate your commitment to the role.
✨Build Rapport
Since the role involves managing client relationships, practice how to build rapport quickly. Think of examples from your past experiences where you successfully managed client expectations or resolved conflicts. This will help you showcase your interpersonal skills during the interview.
✨Prepare Questions
Have a list of insightful questions ready for your interviewers. Ask about their approach to client relationships or how they measure success in portfolio management. This shows that you’re genuinely interested in the firm and its operations.
✨Showcase Teamwork
Highlight your ability to work collaboratively with portfolio managers and compliance teams. Share specific examples of how you’ve contributed to team success in previous roles. This will reassure them that you can effectively support their strategic growth.