At a Glance
- Tasks: Shape and deliver investment solutions for high-net-worth clients through research and portfolio construction.
- Company: Respected wealth management firm within a mid-tier professional services environment.
- Benefits: Competitive salary, excellent benefits, and long-term career progression opportunities.
- Other info: Collaborative culture with opportunities to work alongside experienced professionals.
- Why this job: Join a dynamic team and make a real impact in the investment world.
- Qualifications: 4-5 years in financial services with strong analytical and communication skills.
The predicted salary is between 65000 - 90000 € per year.
A highly respected wealth management business, operating within a well-established mid-tier professional services firm, is seeking an Investment Manager to join its growing team. This is an excellent opportunity for an investment-focused individual looking to play a key role in shaping and delivering investment solutions to high-net-worth private clients, whilst working closely alongside experienced Financial Planners and senior leadership. Importantly, this is not a traditional client-facing Investment Manager role with direct responsibility for managing client relationships. Instead, the successful individual will focus on investment research, portfolio construction, and supporting the wider investment proposition of the business. The firm currently manages approximately £400 million in Assets Under Management.
The Role
- Taking ownership of the research and construction of in-house investment solutions alongside the Chief Investment Officer
- Supporting the ongoing development of the firm’s investment proposition and strategy
- Working closely with Financial Planners to deliver tailored investment solutions for high-net-worth clients
- Assisting with client acquisition and retention initiatives from an investment perspective
- Representing the business externally where appropriate
- Collaborating with the marketing team to produce investment and sales materials
- Monitoring markets, portfolio performance, and wider economic trends
About You
- Experience within a wealth management, discretionary investment management, or financial planning environment
- Strong interest and passion for investments and financial markets
- Approximately 4–5 years’ experience within financial services
- Progress towards or completion of relevant investment qualifications such as IMC, CISI, or CII exams
- Strong analytical and communication skills
- Collaborative approach and ability to work closely with advisers and senior stakeholders
Package
- Salary likely to fall between £65,000–£90,000
- Potential flexibility above this level for the right individual
- Excellent broader benefits package
- Long-term progression opportunity within a highly regarded business
For further information, please apply in confidence.
Investment Manager in City of London employer: mbf
Join a highly respected wealth management firm that values collaboration and innovation, offering an excellent work culture where your investment expertise can thrive. With a strong focus on employee growth, you will have the opportunity to shape investment solutions for high-net-worth clients while benefiting from a comprehensive benefits package and long-term career progression within a supportive team environment.
StudySmarter Expert Advice🤫
We think this is how you could land Investment Manager in City of London
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management space and let them know you're on the lookout for an Investment Manager role. You never know who might have the inside scoop on opportunities that aren't advertised.
✨Tip Number 2
Get your research game on! Stay updated with the latest trends in investment and financial markets. This will not only help you in interviews but also show potential employers that you're genuinely passionate about the field.
✨Tip Number 3
Practice makes perfect! Prepare for interviews by simulating common questions related to investment research and portfolio construction. We can help you with resources to refine your answers and boost your confidence.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Investment Manager in City of London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience that align with the Investment Manager role. Highlight your investment research and portfolio construction experience, as well as any relevant qualifications like IMC or CISI.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about investments and how your background makes you a great fit for our team. Keep it concise but impactful!
Showcase Your Analytical Skills:Since this role involves a lot of analysis, be sure to mention specific examples where you've successfully used your analytical skills in previous roles. This will help us see how you can contribute to our investment solutions.
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 keen on joining our team!
How to prepare for a job interview at mbf
✨Know Your Investments
Make sure you brush up on your investment knowledge before the interview. Understand the latest trends in financial markets and be ready to discuss how they could impact portfolio construction. This will show your passion for investments and your analytical skills.
✨Research the Firm
Dive deep into the wealth management business you're applying to. Familiarise yourself with their investment strategies, recent news, and their overall approach to client solutions. This will help you tailor your answers and demonstrate your genuine interest in their operations.
✨Prepare for Technical Questions
Expect some technical questions related to investment research and portfolio management. Brush up on key concepts and be prepared to discuss your previous experiences in these areas. Use specific examples to illustrate your expertise and problem-solving abilities.
✨Show Your Collaborative Spirit
Since this role involves working closely with Financial Planners and senior leadership, be ready to discuss how you've successfully collaborated in the past. Highlight your communication skills and give examples of how you've contributed to team success in previous roles.
