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 well-established professional services business.
- Benefits: Excellent benefits package and long-term career progression opportunities.
- Other info: Collaborate with experienced professionals and contribute to innovative investment strategies.
- Why this job: Join a dynamic team and make a real impact in the investment world.
- Qualifications: 4-5 years in financial services with a passion for investments and relevant qualifications.
The predicted salary is between 60000 - 80000 € 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.
- 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
- Collaborating with the marketing team to produce investment and sales materials
- Monitoring markets, portfolio performance, and wider economic trends
Experience within a wealth management, discretionary investment management, or financial planning environment is required, along with a strong interest and passion for investments and financial markets. Approximately 4–5 years’ experience within financial services is expected, as well as progress towards or completion of relevant investment qualifications such as IMC, CISI, or CII exams. The position offers an excellent broader benefits package and long-term progression opportunity within a highly regarded business.
Investment Management - Investment Manager in London employer: mbf
Join a highly respected wealth management firm that values innovation and collaboration, offering an excellent benefits package and long-term career progression opportunities. As an Investment Manager, you will work in a supportive environment alongside experienced professionals, focusing on investment research and portfolio construction to deliver tailored solutions for high-net-worth clients. This role provides a unique chance to shape the firm's investment strategy while enjoying a dynamic work culture that fosters personal and professional growth.
StudySmarter Expert Advice🤫
We think this is how you could land Investment Management - Investment Manager in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the investment management field. Attend industry events or webinars, and don’t be shy about introducing yourself to potential employers. We all know that sometimes it’s not just what you know, but who you know!
✨Tip Number 2
Showcase your expertise! Create a portfolio of your investment research and analysis. Share insights on platforms like LinkedIn or even start a blog. This will not only demonstrate your passion for investments but also get you noticed by hiring managers looking for someone with your skills.
✨Tip Number 3
Prepare for interviews by brushing up on current market trends and investment strategies. We recommend having a few case studies or examples ready to discuss how you’ve contributed to investment solutions in the past. This will show your potential employer that you’re not just knowledgeable, but also proactive!
✨Tip Number 4
Don’t forget to apply 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 genuinely interested in joining our team. So, go ahead and take that step!
We think you need these skills to ace Investment Management - Investment Manager in 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. Don’t forget to mention your interest in working closely with Financial Planners.
Showcase Your Analytical Skills:Since this role involves monitoring markets and economic trends, be sure to include examples of how you've used your analytical skills in previous roles. We want to see your ability to think critically about 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 this exciting opportunity. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at mbf
✨Know Your Investment Stuff
Make sure you brush up on your investment knowledge before the interview. Understand current market trends, recent economic changes, and how they might affect high-net-worth clients. Being able to discuss these topics confidently will show your passion for investments.
✨Showcase Your Research Skills
Since this role focuses heavily on investment research and portfolio construction, be prepared to discuss your previous experiences in these areas. Bring examples of how you've successfully conducted research or built portfolios in the past, and be ready to explain your thought process.
✨Collaborate Like a Pro
This position involves working closely with Financial Planners and other teams. Highlight any past experiences where you've collaborated effectively with others. Share specific examples of how teamwork has led to successful investment solutions or strategies.
✨Ask Insightful Questions
Prepare some thoughtful questions about the firm's investment strategy and how they approach client acquisition and retention. This not only shows your interest in the role but also demonstrates that you're thinking critically about how you can contribute to their success.
