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- Tasks: Provide expert investment advice and manage high-profile client relationships.
- Company: Established wealth manager with a strong reputation in Scotland.
- Benefits: Competitive salary up to £90,000 plus excellent bonuses.
- Why this job: Join a dynamic team and elevate your career in wealth management.
- Qualifications: Must be CISI/CFA Level 6 qualified with a proven track record.
- Other info: Opportunity to leverage an existing client book for business growth.
The predicted salary is between 72000 - 108000 £ per year.
Overview
Investment Managers – Glasgow, Edinburgh, Stirling and Dundee. Basic to £90,000 plus excellent bonus structure.
Company
A well established wealth manager with a proven track record looking to move the business to the next level with the addition of a number of qualified investment managers in strategic locations in Scotland, specifically Glasgow, Edinburgh, Stirling and Dundee.
Role
Providing discretionary, advisory and XO investment advice to new private clients and the development and ongoing management of high profile client relationships to ensure performance in line with their stated goals.
Candidate
- YOU MUST BE CISI/CFA LEVEL 6 QUALIFIED AS AN ABSOLUTE MINIMUM.
- You will have a proven stable background as a private client investment manager within a UK private banking or wealth management environment.
- A transferable book of existing UK clients from which to leverage business opportunities is essential, somewhere in excess of £15m, together with a track record of building and maintaining long lasting profitable relationships.
For an initial conversation please contact Chris on, respond directly to this posting or email.
Investment Manager - Eden Rose in Edinburgh employer: Jobster
Contact Detail:
Jobster Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Manager - Eden Rose in Edinburgh
✨Tip Number 1
Network like a pro! Get out there and connect with industry professionals in Glasgow, Edinburgh, Stirling, and Dundee. Attend events, join local investment groups, and don’t be shy about reaching out on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Tip Number 2
Showcase your expertise! Prepare to discuss your experience with discretionary and advisory investment strategies. We recommend having specific examples ready that highlight how you've successfully managed client relationships and met their goals. This will set you apart from the competition.
✨Tip Number 3
Leverage your existing client book! If you’ve got a transferable book of clients worth over £15m, make sure to mention this during your conversations. We want to hear how you can bring value to the firm and grow their business with your established relationships.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. We’re excited to see how you can contribute to our team and help us take the business to the next level. Don’t miss out on this opportunity!
We think you need these skills to ace Investment Manager - Eden Rose in Edinburgh
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Investment Manager role. Highlight your CISI/CFA Level 6 qualifications and any relevant experience in private banking or wealth management. We want to see how your background aligns with what we're looking for!
Showcase Your Client Relationships: Since a transferable book of clients is essential, be sure to showcase your existing relationships and how you've successfully managed them. We love seeing examples of how you've built long-lasting, profitable connections in your previous roles.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how you can contribute to our team. We appreciate a personal touch, so let your personality come through while keeping it professional.
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 proactive and keen to join our team!
How to prepare for a job interview at Jobster
✨Know Your Numbers
As an Investment Manager, you’ll need to demonstrate a solid understanding of financial metrics and investment strategies. Brush up on your knowledge of market trends, portfolio performance, and risk management techniques. Be ready to discuss specific examples from your past experience where you successfully managed client investments.
✨Showcase Your Client Relationships
Since building and maintaining long-lasting relationships is key in this role, prepare to share stories about how you've developed trust with clients. Highlight your transferable book of existing UK clients and be specific about how you’ve added value to their portfolios. This will show that you’re not just about numbers but also about people.
✨Demonstrate Your Qualifications
With the requirement of being CISI/CFA Level 6 qualified, make sure you can articulate how your qualifications have equipped you for this role. Discuss any relevant coursework or projects that relate directly to the responsibilities of an Investment Manager, and how they’ve prepared you to meet the needs of high-profile clients.
✨Prepare Questions for Them
Interviews are a two-way street, so come armed with insightful questions about the company’s vision, culture, and growth plans. This shows your genuine interest in the role and helps you assess if it’s the right fit for you. Ask about their approach to client management and how they support their investment managers in achieving success.
