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- Tasks: Manage client investments and provide tailored investment advice to meet their goals.
- Company: Rapidly expanding Asset Management firm in Yorkshire with a bespoke Private Wealth service.
- Benefits: Competitive salary, annual bonus, 9% pension, and 30 days holiday (increasing to 35).
- Other info: Dynamic environment with excellent career growth opportunities and a strong focus on compliance.
- Why this job: Join a successful team and make a real impact in the world of investment management.
- Qualifications: Level 6/7 qualified Investment Manager with 2+ years of experience.
The predicted salary is between 50000 - 60000 £ per year.
My client is a highly successful and rapidly expanding Asset Management firm based in Yorkshire, managing client funds in excess of £1.2 billion. We are urgently seeking an additional Investment Manager to join the highly successful Investment Management arm of the business. You will be Level 6/7 qualified as an Investment Manager and ideally you will have around 2+ years post qualification experience with a keen desire to succeed within Investment Management.
The key elements of the role will include:
- To manage the team’s clients’ investments (including providing investment advice) to meet the clients’ investment objectives within the scope of their declared risk profile and in line with the firm’s Asset Allocation process, Outliers reporting and Client Suitability requirements.
- To be instrumental in introducing new funds under management into the business.
- To represent the company to clients, potential clients and introducers of clients at the standard necessary to develop the business in accordance with strategic and financial objectives.
- To maintain the highest standards of compliance in keeping with the company’s obligations to clients, counterparties and the regulator.
- To support the team in the delivery of their objectives and responsibilities.
The ideal candidate will possess the following qualities:
- Excellent organisational and time management skills
- A strong work ethic and a desire to learn
- Excellent communication skills, both written and verbal
- Exceptional attention to detail
- The ability to work effectively under pressure and to use own initiative
- The ability to multi-task and prioritise effectively
- Good understanding of Microsoft Office packages, particularly Word, Excel and Outlook
My client offers a very competitive salary, annual bonus scheme, 9% non-contributory pension, 30 days holiday (rising to 35 days after 5 years) as well as other standard benefits. Great opportunity for fairly newly qualified Investment Manager to join a highly successful firm.
Investment Manager in Harrogate employer: Lime People Search & Select
Contact Detail:
Lime People Search & Select Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Manager in Harrogate
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join investment management groups on LinkedIn, and don’t be shy about reaching out to current employees at firms you’re interested in. We all know that sometimes it’s not just what you know, but who you know!
✨Ace the Informational Interview
Set up informal chats with professionals in the field. This isn’t a job interview, but a chance to learn more about their experiences and insights. Plus, it shows your genuine interest in the role and can lead to potential job opportunities down the line. We love seeing candidates take this initiative!
✨Showcase Your Skills
When you get the chance to meet potential employers, make sure to highlight your relevant skills and experiences. Use specific examples from your past work to demonstrate how you can add value to their team. We want to see your passion for investment management shine through!
✨Apply Through Our Website
Don’t forget to apply directly through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who are proactive and take the time to engage with us directly. Let’s get you that Investment Manager role!
We think you need these skills to ace Investment Manager in Harrogate
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Investment Manager role. Highlight your Level 6/7 qualifications and any relevant experience you have in managing client investments. We want to see how your skills align with our needs!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your passion for investment management and how you can contribute to our team. Be sure to mention your strong work ethic and desire to succeed, as these qualities are key for us.
Showcase Your Communication Skills: Since excellent communication is crucial for this role, make sure your written application reflects that. Keep your language clear and professional, and don’t forget to proofread for any typos or errors. We love attention to detail!
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 proactive, which we really appreciate!
How to prepare for a job interview at Lime People Search & Select
✨Know Your Numbers
As an Investment Manager, you'll need to be comfortable discussing financial figures and performance metrics. Brush up on the latest market trends and be ready to talk about how you've managed investments in the past. This shows your expertise and helps build trust with the interviewers.
✨Showcase Your Communication Skills
Since you'll be representing the firm to clients, it's crucial to demonstrate excellent communication skills. Practice explaining complex investment concepts in simple terms. This will not only highlight your knowledge but also your ability to connect with clients effectively.
✨Prepare for Scenario Questions
Expect questions that ask you to solve hypothetical investment scenarios. Think about how you would approach different client situations, including risk assessment and asset allocation. This will showcase your problem-solving skills and your understanding of the firm's processes.
✨Highlight Your Team Spirit
The role involves supporting the team in achieving their objectives, so be prepared to discuss how you've collaborated with others in previous roles. Share examples of how you've contributed to team success and how you can bring that same energy to their investment management arm.