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For Companies At a Glance
- Tasks: Manage private client investment portfolios and develop new business connections.
- Company: Join a respected wealth management firm in beautiful Cornwall.
- Benefits: Enjoy a competitive salary, bonuses, and a comprehensive benefits package.
- Why this job: Be part of a dynamic team and make a real impact in the investment industry.
- Qualifications: Must be a qualified UK Discretionary Investment Manager with Level 6 CISI certification.
- Other info: Contact Chris for more details or to apply directly.
The predicted salary is between 60000 - 84000 £ per year.
A well established and highly regarded wealth management firm are looking for an Investment Manager in their office in Cornwall.
Role
You will be responsible for developing and managing a book of discretionary private client investment portfolios, placing deals resulting from portfolio reviews and placing option/derivative trades as and when required. As a senior member of an already established team you will play an important part in further developing the brand within the region by acquiring additional business from your own existing and new connections, as well as working closely with professional intermediaries across the region. You will 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
You will have a solid background as a UK Discretionary Investment Manager and ABSOLUTELY MUST BE QUALIFIED TO LEVEL 6 VIA THE CISI AS A MINIMUM. You will be goal orientated and result focused and have a demonstrable track record in closing new high end investor business. Exceptional communication skills and the drive to succeed are prerequisites. A book of existing business to some degree is a prerequisite.
Contact Chris for an initial discussion on 07784 945190, email chris.smith@heatuk.com or reply direct via this posting.
Investment Manager employer: LinkedIn
Contact Detail:
LinkedIn Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Manager
✨Tip Number 1
Network actively within the investment community in Devon and Cornwall. Attend local finance events, seminars, and workshops to meet potential clients and professional intermediaries who can refer business your way.
✨Tip Number 2
Leverage your existing connections to showcase your expertise. Reach out to former colleagues, clients, and industry contacts to discuss your interest in the Investment Manager role and explore any opportunities they might know of.
✨Tip Number 3
Stay updated on market trends and investment strategies relevant to the region. This knowledge will not only enhance your conversations with potential clients but also demonstrate your commitment to the role and the industry.
✨Tip Number 4
Prepare for an informal chat with Chris by thinking about how you can contribute to the firm's growth. Be ready to discuss your previous successes in acquiring high-end investor business and how you plan to replicate that success in this new role.
We think you need these skills to ace Investment Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a UK Discretionary Investment Manager. Emphasise your qualifications, particularly your Level 6 CISI certification, and showcase your track record in closing high-end investor business.
Craft a Compelling Cover Letter: Write a cover letter that reflects your genuine interest in the investment industry. Discuss how your skills and experiences align with the role's requirements, particularly your ability to build and maintain profitable relationships.
Showcase Your Network: Mention any existing connections or a book of business you have in your application. This will demonstrate your capability to acquire new business and work with professional intermediaries, which is crucial for this role.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. Ensure that your communication is clear and professional, reflecting the exceptional communication skills required for the position.
How to prepare for a job interview at LinkedIn
✨Showcase Your Investment Knowledge
Make sure to brush up on the latest trends and developments in the investment industry. Be prepared to discuss your insights on market movements, portfolio management strategies, and any recent news that could impact investments.
✨Demonstrate Relationship-Building Skills
Since the role involves managing client portfolios and acquiring new business, be ready to share examples of how you've successfully built and maintained relationships in the past. Highlight your networking skills and any existing connections you can leverage.
✨Prepare for Technical Questions
Expect to face technical questions related to discretionary investment management, including option and derivative trading. Brush up on your knowledge of these areas and be ready to explain your decision-making process in previous roles.
✨Highlight Your Track Record
Be prepared to discuss your achievements in closing high-end investor business. Use specific metrics or examples to illustrate your success and how it aligns with the goals of the firm you're interviewing with.
