Private Wealth Investment Manager: Client Growth in Harrogate
Private Wealth Investment Manager: Client Growth

Private Wealth Investment Manager: Client Growth in Harrogate

Harrogate Full-Time 36000 - 60000 Β£ / year (est.) No home office possible
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At a Glance

  • Tasks: Manage client investments and develop new funds while ensuring compliance.
  • Company: Leading Asset Management firm with a strong reputation.
  • Benefits: Competitive salary, annual bonus, non-contributory pension, and generous holidays.
  • Why this job: Join a dynamic team and make a real impact in investment management.
  • Qualifications: Level 6/7 qualification and at least 2 years in Investment Management.
  • Other info: Exciting opportunities for career growth in a supportive environment.

The predicted salary is between 36000 - 60000 Β£ per year.

A leading Asset Management firm is seeking an experienced Investment Manager to oversee client investments and develop new funds. Candidates should have a Level 6 / 7 qualification and a minimum of 2 years in Investment Management.

Key responsibilities include:

  • Managing investments
  • Ensuring compliance
  • Representing the firm to clients

This role offers a competitive salary, an annual bonus scheme, and a non-contributory pension along with generous holiday entitlement.

Private Wealth Investment Manager: Client Growth in Harrogate employer: Lime People Search & Select Ltd

As a leading Asset Management firm, we pride ourselves on fostering a dynamic work culture that prioritises employee growth and development. Our Private Wealth Investment Managers benefit from competitive salaries, an annual bonus scheme, and a non-contributory pension, all while enjoying generous holiday entitlement in a collaborative environment that encourages innovation and client-focused solutions.
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Contact Detail:

Lime People Search & Select Ltd Recruiting Team

StudySmarter Expert Advice 🀫

We think this is how you could land Private Wealth Investment Manager: Client Growth in Harrogate

✨Tip Number 1

Network like a pro! Reach out to your connections in the investment management world. Attend industry events or webinars to meet potential employers and showcase your expertise.

✨Tip Number 2

Prepare for interviews by brushing up on your knowledge of current market trends and compliance regulations. We want you to impress with your insights and show that you're the right fit for managing client investments.

✨Tip Number 3

Don’t just apply anywhere; focus on firms that align with your values and career goals. Use our website to find roles that excite you and tailor your approach to each opportunity.

✨Tip Number 4

Follow up after interviews! A quick thank-you email can go a long way in keeping you top of mind. It shows your enthusiasm and professionalism, which are key in client-facing roles.

We think you need these skills to ace Private Wealth Investment Manager: Client Growth in Harrogate

Investment Management
Client Relationship Management
Fund Development
Compliance Knowledge
Level 6 / 7 Qualification
Analytical Skills
Communication Skills
Financial Analysis
Portfolio Management
Market Research
Risk Assessment
Negotiation Skills
Strategic Thinking

Some tips for your application 🫑

Tailor Your CV: Make sure your CV is tailored to the role of Private Wealth Investment Manager. Highlight your Level 6/7 qualifications and relevant experience in Investment Management, as this will show us you’re a perfect fit for the position.

Craft a Compelling Cover Letter: Your cover letter should tell us why you’re passionate about investment management and how your skills align with our needs. Be sure to mention your experience in managing investments and any successful client relationships you've built.

Showcase Your Achievements: Don’t just list your responsibilities; showcase your achievements! Use specific examples of how you’ve contributed to client growth or improved compliance in your previous roles. This helps us see the impact you can make.

Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from us!

How to prepare for a job interview at Lime People Search & Select Ltd

✨Know Your Numbers

As a Private Wealth Investment Manager, you'll need to demonstrate your understanding of investment performance metrics. Brush up on key financial ratios and market trends relevant to the firm's portfolio. Being able to discuss these confidently will show that you're not just familiar with the numbers but can also leverage them for client growth.

✨Showcase Your Compliance Knowledge

Compliance is crucial in asset management. Make sure you’re well-versed in the regulations that govern the industry. Prepare examples of how you've ensured compliance in past roles, as this will highlight your attention to detail and commitment to ethical standards.

✨Prepare Client-Centric Scenarios

Since representing the firm to clients is a key responsibility, think of scenarios where you've successfully managed client relationships or resolved conflicts. Be ready to share specific examples that showcase your communication skills and ability to build trust with clients.

✨Research the Firm's Funds

Before the interview, take time to research the firm's existing funds and any recent developments. Understanding their investment strategies and performance will allow you to ask insightful questions and demonstrate your genuine interest in contributing to their client growth initiatives.

Private Wealth Investment Manager: Client Growth in Harrogate
Lime People Search & Select Ltd
Location: Harrogate
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