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For Companies At a Glance
- Tasks: Lead and grow a portfolio of discretionary private client investments.
- Company: Join a well-established Wealth Management firm with a strong regional reputation.
- Benefits: Enjoy a competitive salary up to £110,000 plus bonuses and a comprehensive benefits package.
- Why this job: Be part of a dynamic team, develop your brand, and make impactful connections in the investment world.
- Qualifications: Must hold Level 6 qualification via CISI/CFA and have a proven track record in high-end investor business.
- Other info: This role is based in Leeds, with opportunities for growth across the North of England.
The predicted salary is between 66000 - 88000 £ per year.
Discretionary Investment Directors (Private Client) Leeds & Manchester
Basic to £110,000 plus bonus and full package
Company
A long established and growing Wealth Management firm are looking for an additional Investment Manager/Director to continue the development of their operation across the North of England.
Role
You will be responsible for developing a book of discretionary private client business, providing ongoing advice across all investment areas. Having a strong team and reputation across the region you will play an important part in further developing the brand by acquiring additional business from your own existing and new connections. You must have a genuine interest in all aspects of the investment industry, the ability to build and maintain long lasting and profitable relationships and recognise new opportunities as and when they arise.
Candidate
- ABSOLUTELY MUST BE QUALIFIED TO LEVEL 6 VIA THE CISI/CFA
- A solid background as a UK Discretionary Investment Manager
- Existing connections with HNW private clients and a demonstrable track record in closing new high end investor business.
- A small to moderate book of existing business is essential to act as a base for ongoing client development.
Contact Chris for an initial discussion on 07784 945190, email (emailprotected) or reply direct via this posting.
Investment Director employer: JR United Kingdom
Contact Detail:
JR United Kingdom Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Director
✨Tip Number 1
Network actively within the investment community in Leeds and Manchester. Attend local finance events, seminars, and workshops to meet potential clients and industry peers who can help you build your reputation and client base.
✨Tip Number 2
Leverage your existing connections with high-net-worth individuals. Reach out to them and discuss your interest in expanding your discretionary investment services, as personal referrals can significantly enhance your credibility.
✨Tip Number 3
Stay updated on market trends and investment strategies. Being knowledgeable about current events and changes in the investment landscape will not only boost your confidence but also impress potential clients during discussions.
✨Tip Number 4
Consider joining professional organisations related to wealth management and investment. This can provide you with additional resources, networking opportunities, and a platform to showcase your expertise to prospective clients.
We think you need these skills to ace Investment Director
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your qualifications, particularly your Level 6 certification via CISI/CFA. Emphasise your experience as a UK Discretionary Investment Manager and any existing connections with high-net-worth private clients.
Craft a Compelling Cover Letter: In your cover letter, express your genuine interest in the investment industry. Discuss how your background aligns with the role and how you can contribute to the company's growth by acquiring new business.
Showcase Your Track Record: Provide specific examples of your success in closing high-end investor business. Highlight any achievements that demonstrate your ability to build and maintain profitable relationships with clients.
Proofread Your Application: Before submitting, carefully proofread your application for any errors or inconsistencies. A polished application reflects your attention to detail and professionalism, which are crucial in the investment sector.
How to prepare for a job interview at JR United Kingdom
✨Showcase Your Qualifications
Make sure to highlight your Level 6 qualification via CISI/CFA during the interview. This is a crucial requirement for the role, so be prepared to discuss how your qualifications have equipped you to excel in discretionary investment management.
✨Demonstrate Your Network
Since existing connections with high-net-worth private clients are essential, come prepared to discuss your current network. Share specific examples of how you've successfully built and maintained these relationships in the past.
✨Discuss Your Track Record
Be ready to present your demonstrable track record in closing new high-end investor business. Use concrete examples to illustrate your success and how it can translate into growth for the company.
✨Express Your Passion for Investments
Show genuine enthusiasm for all aspects of the investment industry. Discuss recent trends or developments that excite you and how they could impact your approach to managing client portfolios.
