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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 dynamic work environment.
- Other info: Opportunity to work closely with portfolio managers and enhance your financial expertise.
- 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, create deals and arrange 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 Newport 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
✨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
Prepare for those tricky questions! Brush up on common interview questions related to wealth management and investment strategies. Think about how you can demonstrate your strong Excel skills and your understanding of compliance matters, as these are key in the role of an Investment Manager.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got some fantastic opportunities waiting for you. By applying directly, you’ll ensure your application gets the attention it deserves, and you’ll be one step closer to landing that dream job in investment management.
We think you need these skills to ace Investment Manager , Relationship Manager , Level 6 RDR , Wealth Management in Newport
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 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 specific experiences that demonstrate your ability to manage client portfolios effectively.
Showcase Your Excel Skills: Since strong Excel skills are a must-have for this role, make sure to highlight your proficiency with tools like Pivot tables and VLOOKUPs in your application. If you have any relevant projects or examples, include those too!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from 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. Familiarise yourself with the firm’s services and how they differentiate themselves in the market.
✨Showcase Your Relationship Skills
As an Investment Manager, building strong client relationships is key. Prepare examples of how you've successfully managed client interactions in the past. Think about times when you’ve gone above and beyond to meet a client's needs or resolve issues.
✨Excel at Excel
Since strong Excel skills are a must, 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. Show them you can handle data like a pro!
✨Be Ready for Compliance Questions
Compliance is a big part of the role, so expect questions around it. Brush up on the relevant regulations and be ready to discuss how you ensure compliance in your work. Highlight any experience you have with compliance-related tasks to show you’re up to speed.