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For Companies At a Glance
- Tasks: Support client portfolios, execute investment instructions, and enhance client relationships.
- Company: Join a leading Investment Management firm in Newcastle focused on client-centric service.
- Benefits: Enjoy hybrid working, excellent bonuses, and a supportive work environment.
- Why this job: Make a meaningful impact on clients' lives while growing your expertise in investment management.
- Qualifications: Must have CISI Investment Advice Diploma Level 4 and previous investment experience.
- Other info: Be part of a dynamic team that values innovation and continuous learning.
The predicted salary is between 36000 - 54000 £ per year.
Job Description
Up to £45,000 plus EXCELLENT bonus and benefits
Hybrid working available!
Are you ready to advance your career in investment management, with a focus on exemplary client-centric service?
Due to exciting business growth, a fantastic opportunity has arisen to join a leading Investment Management firm in Newcastle, as they seek an Assistant Investment Manager to join their team. This role offers an exceptional opportunity to support the comprehensive care of client portfolios, deliver outstanding service, and uphold the highest professional standards, all while deepening your expertise in the investment business. Please note, candidates must have completed CISI Investment Advice Diploma (IAD) Level 4 – Securities
Duties of the Assistant Investment Manager to include:
- Provide crucial support in the day-to-day management of client portfolios, including placing deals within permissible thresholds and executing investment instructions.
- Clearly articulate investment decisions to clients and assist with the preparation of essential reports and suitability reviews.
- Support the Investment Management team in ensuring client suitability, which involves understanding their investment aims, financial circumstances, risk appetite, and product knowledge through ongoing engagement.
- Proactively engage with clients and intermediaries to foster strong relationships, anticipate potential issues, and take initiative to resolve them, enhancing our brand's reputation.
- Contribute to the team's investment and technical knowledge base through dedicated research and by building relationships with third-party experts (e.g., brokers, other organisations).
- Enhance the Investment team's technological capabilities by upskilling colleagues on our systems and potentially acting as a Super User.
- Assist in developing high-quality client proposals, including conducting company research, compiling literature, and coordinating research meetings.
- Support the coordination and management of annual portfolio reviews and investment administration data.
- Ensure full compliance with internal policies, procedures, and regulatory frameworks, including maintaining competence and adhering to Conduct Rules, to mitigate risk effectively.
Requirements of the Assistant Investment Manager:
- Candidates must have completed the CISI Investment Advice Diploma (IAD) Level 4 – Securities.
- Candidates must have previous Investment / Wealth management experience
- Effective communication skills, comfortable engaging with clients and intermediaries across various platforms.
- Exceptional attention to detail and strong numerical aptitude.
- A strong foundation of knowledge and a genuine passion for the investment industry and its products, particularly in ethical, sustainable, and impact investments.
- A commitment to staying current with industry developments, including new products, legislation, and regulations.
- An understanding of portfolio theory and client requirements to inform recommendations.
- Working knowledge of various asset classes and the end-to-end investment process.
Benefits to include:
- Thriving Environment: Join a fast-growing boutique Investment House at the heart of the City, where exciting growth and expansion create a dynamic and stimulating work environment. Be part of a team that values innovation, collaboration, and continuous learning, ensuring your career thrives alongside our company's success.
- Meaningful Client Impact: As an Assistant Investment Manager, you'll play a pivotal role in shaping exceptional client experiences. Make a real difference in clients' lives and contribute to building lasting relationships!
- Hybrid working and excellent benefits: Enjoy a hybrid working scheme which can allow you to balance your work and home life seamlessly. With an extensive list of benefits, you would be eligible for, this is a company who truly value their employees!
This vacancy is being advertised by Montpellier Resourcing Associates Limited. The services advertised by Montpellier Resourcing Associates Limited are those of an Employment Agency
Assistant Investment Manager (NEWCASTLE) employer: Montpellier Resourcing
Contact Detail:
Montpellier Resourcing Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Assistant Investment Manager (NEWCASTLE)
✨Tip Number 1
Network with professionals in the investment management field, especially those who are already working in Newcastle. Attend local finance events or webinars to connect with potential colleagues and learn more about the company culture.
✨Tip Number 2
Familiarise yourself with the latest trends in ethical, sustainable, and impact investments. Being knowledgeable about these areas will not only enhance your conversations with clients but also demonstrate your commitment to the industry.
✨Tip Number 3
Prepare to discuss your previous experience in investment or wealth management during interviews. Be ready to provide specific examples of how you've successfully managed client portfolios and built strong relationships.
✨Tip Number 4
Showcase your communication skills by engaging with the company's online presence. Comment on their posts or share relevant articles to demonstrate your interest and knowledge in the investment sector.
We think you need these skills to ace Assistant Investment Manager (NEWCASTLE)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in investment management and showcases your completion of the CISI Investment Advice Diploma (IAD) Level 4 - Securities. Use specific examples to demonstrate your skills in client engagement and portfolio management.
Craft a Compelling Cover Letter: Write a cover letter that reflects your passion for the investment industry and your understanding of ethical, sustainable, and impact investments. Mention how your previous experience aligns with the responsibilities of the Assistant Investment Manager role.
Showcase Communication Skills: In your application, emphasise your effective communication skills. Provide examples of how you've successfully engaged with clients and intermediaries, as this is crucial for the role.
Highlight Attention to Detail: Demonstrate your exceptional attention to detail and numerical aptitude in your application. You could mention specific instances where these skills have positively impacted your work or client outcomes.
How to prepare for a job interview at Montpellier Resourcing
✨Showcase Your Investment Knowledge
Make sure to brush up on your understanding of various asset classes and the end-to-end investment process. Be prepared to discuss recent developments in the investment industry, especially around ethical and sustainable investments, as this will demonstrate your genuine passion for the field.
✨Communicate Clearly and Confidently
Effective communication is key in this role. Practice articulating complex investment concepts in a way that clients can easily understand. During the interview, engage with your interviewer as if they were a client, showcasing your ability to build rapport and trust.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving skills and ability to handle client relationships. Think of examples from your previous experience where you successfully managed client expectations or resolved issues proactively, as this will highlight your suitability for the role.
✨Demonstrate Attention to Detail
Given the importance of accuracy in investment management, be ready to discuss how you ensure precision in your work. You might want to share specific instances where your attention to detail made a significant impact on a project or client outcome.
