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- Tasks: Manage client portfolios and strengthen relationships with high-net-worth clients.
- Company: Established boutique Investment Management firm focused on wealth planning.
- 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, 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 Slough 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 Slough
✨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 supported your team.
✨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. A little initiative can go a long way!
✨Tip Number 4
Prepare for those tricky questions! Brush up on your knowledge of compliance matters and portfolio management strategies. Being well-prepared will help you stand out in interviews and show that you’re ready to hit the ground running as an Investment Manager.
We think you need these skills to ace Investment Manager , Relationship Manager , Level 6 RDR , Wealth Management in Slough
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Investment Manager role. Highlight your client-facing experience and any relevant qualifications like the IMC or CISI Level 6 Diploma.
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 your background makes you the perfect fit for our team. Be genuine and let your personality come through.
Showcase Your Excel Skills: Since strong Excel skills are a must, don’t forget to mention your proficiency with tools like Pivot tables and VLOOKUPs. If you have specific examples of how you've used these skills in previous roles, share them!
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 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. Familiarise yourself with financial instruments and structured deposits, as these will likely come up in conversation.
✨Showcase Your Relationship Skills
Since this role heavily involves client interaction, prepare examples of how you've successfully built and maintained client relationships in the past. Think about specific situations where you’ve gone above and beyond for a client or resolved a tricky issue.
✨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 using pivot tables or VLOOKUPs during the interview, so practice these functions beforehand to show you’re up to the task.
✨Be Ready for Compliance Questions
As compliance is a key part of the role, brush up on relevant regulations and best practices. Be prepared to discuss how you would handle compliance-related matters and ensure suitability in client documentation, as this will show your understanding of the industry's standards.