Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Manage client portfolios and strengthen relationships with high-net-worth clients.
- Company: Established Investment Management firm based in Bristol.
- Benefits: Competitive salary, professional development, and a dynamic work environment.
- Other info: Exciting opportunity to work with a supportive team and develop your career.
- Why this job: Join a team that values client relationships and offers growth 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 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.).
Locations
Investment Manager , Relationship Manager , Level 6 RDR , Wealth Management in Newport, Wales 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 Newport, Wales
✨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 clients, make sure to highlight your experience and skills in wealth management. Share specific examples of how you've successfully managed client portfolios or strengthened relationships in the past.
✨Tip Number 3
Be proactive! If you see a company you’re keen on, don’t wait for them to post a job. Reach out directly through our website, express your interest, and ask if they have any upcoming opportunities. It shows initiative and can set you apart from other candidates.
✨Tip Number 4
Prepare for interviews by practising common questions related to investment management. Think about how you would handle client queries or manage portfolios under pressure. The more prepared you are, the more confident you'll feel when it’s time to shine!
We think you need these skills to ace Investment Manager , Relationship Manager , Level 6 RDR , Wealth Management in Newport, Wales
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 relationships, 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 the perfect fit for the role. Talk about your passion for investment management and how you’ve successfully managed client portfolios in the past.
Showcase Your Excel Skills: Since strong Excel skills are a must-have, make sure to mention your proficiency with tools like Pivot tables and VLOOKUPs. If you have specific examples of how you've used these skills in your previous roles, include them!
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 get to know you better!
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 that strong Excel skills are a must, 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.
✨Prepare 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 in client portfolios, as this will show your attention to detail.