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 package, and long-term career progression.
- 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 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
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management and financial services sectors. Attend industry events or webinars to meet potential employers and get your name out there.
✨Tip Number 2
Show off your expertise! Create a portfolio showcasing your investment research and analysis skills. This can be a great conversation starter during interviews and helps us see your thought process.
✨Tip Number 3
Prepare for those tricky interview questions! Brush up on your knowledge of current market trends and be ready to discuss how you would approach portfolio construction for high-net-worth clients.
✨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 that extra step to connect with us directly.
We think you need these skills to ace Investment Manager
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. Don’t forget to mention your collaborative approach and how you can support our investment proposition.
Showcase Your Analytical Skills:Since this role involves a lot of research and analysis, be sure to include examples of how you've used your analytical skills in previous roles. This could be through specific projects or achievements that demonstrate your ability to monitor markets and assess portfolio performance.
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 company’s investment strategies and their current assets under management. Knowing about their approach to wealth management will help you align your answers with their values and demonstrate that you're genuinely interested in contributing to their success.
✨Prepare for Technical Questions
Expect questions that test your analytical abilities and understanding of investment solutions. Practise articulating your thought process when it comes to portfolio construction and market analysis, as this will showcase your expertise and problem-solving skills.
✨Showcase Collaboration Skills
Since the role involves working closely with Financial Planners and senior leadership, be prepared to discuss examples of how you've successfully collaborated in the past. Highlighting your teamwork experience will reassure them that you can integrate well into their existing team dynamics.
