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- Tasks: Lead client relationships and manage investment portfolios for IFAs and private clients.
- Company: Join a top-tier Wealth Management firm known for its Discretionary Investment Service.
- Benefits: Enjoy competitive compensation, mentorship opportunities, and a collaborative work environment.
- Why this job: Make a real impact in wealth management while developing your skills and network.
- Qualifications: Must be Level 6 qualified (PCIAM, CISI) with experience in Discretionary Investment Management.
- Other info: Opportunity to mentor junior team members and enhance your leadership skills.
The predicted salary is between 43200 - 72000 £ per year.
The Client An established and highly recognised Wealth Management firm Discretionary Investment Service. The Role The Senior Investment Manager will manage and build relationships with Financial Advisors (IFAs) and private clients. The Senior Investment Manager will work alongside the Business Development Team and will take the lead for Discretionary Investment Management and Managing client portfolios dealing with client queries and ensuring client suitability is kept up to date. The Senior Investment Manager will be expected to attend and present at new client meetings with IFAs, conducting portfolio analysis and drawing up investment proposals. The Senior Investment Manager is to prepare for, undertake and to attend when necessary annual client reviews as well as hold regular IFA meetings. The Senior Investment Manager will carry out portfolio restructuring and investment phasing work, and annual client tax work involving CGTs/ISAs as well as dealing with client queries when necessary. The Senior Investment Manager will also mentor more junior investment managers and investment associates. The Candidate Level 6 qualified essential (PCIAM, CISI) Experience in Discretio…
Senior Investment Manager , IFA clients , Discretionary Wealth Managem employer: JJ Search
Contact Detail:
JJ Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Investment Manager , IFA clients , Discretionary Wealth Managem
✨Tip Number 1
Make sure to network with Financial Advisors (IFAs) in your area. Attend industry events and seminars where you can meet potential clients and showcase your expertise in discretionary investment management.
✨Tip Number 2
Stay updated on the latest trends and regulations in wealth management. This knowledge will not only help you in client meetings but also demonstrate your commitment to providing the best service possible.
✨Tip Number 3
Prepare to discuss your experience with portfolio analysis and restructuring during interviews. Be ready to share specific examples of how you've successfully managed client portfolios and addressed their queries.
✨Tip Number 4
Highlight your mentoring experience when applying. As a Senior Investment Manager, you'll be expected to guide junior team members, so showcasing your leadership skills will set you apart from other candidates.
We think you need these skills to ace Senior Investment Manager , IFA clients , Discretionary Wealth Managem
Some tips for your application 🫡
Understand the Role: Make sure to thoroughly read the job description for the Senior Investment Manager position. Understand the key responsibilities, such as managing relationships with IFAs and private clients, and tailor your application to highlight relevant experiences.
Highlight Relevant Qualifications: Clearly state your Level 6 qualifications (PCIAM, CISI) in your CV and cover letter. Provide specific examples of how your qualifications have prepared you for the responsibilities outlined in the job description.
Showcase Your Experience: In your application, emphasize your experience in discretionary investment management and client portfolio management. Use quantifiable achievements to demonstrate your success in previous roles.
Prepare for Client Interaction: Since the role involves attending client meetings and presenting investment proposals, mention any relevant experience you have in client-facing roles. Highlight your communication skills and ability to build relationships with clients and IFAs.
How to prepare for a job interview at JJ Search
✨Showcase Your Relationship-Building Skills
As a Senior Investment Manager, you'll be managing relationships with IFAs and private clients. Be prepared to discuss your experience in building and maintaining these relationships, and provide specific examples of how you've successfully navigated client interactions in the past.
✨Demonstrate Your Analytical Abilities
You'll need to conduct portfolio analysis and draw up investment proposals. Make sure to highlight your analytical skills during the interview by discussing your approach to portfolio management and any tools or methodologies you use to assess investment opportunities.
✨Prepare for Client Meetings
Since you'll be attending and presenting at new client meetings, practice how you would present investment strategies and proposals. Consider preparing a mock presentation to demonstrate your communication skills and ability to convey complex information clearly.
✨Discuss Your Mentorship Experience
Mentoring junior investment managers is part of the role. Be ready to talk about your experience in mentoring or training others, including any challenges you've faced and how you've helped others grow in their roles.
