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- Tasks: Engage with clients, support investment management, and enhance client experiences.
- Company: Boutique wealth management firm with a focus on client satisfaction.
- Benefits: Up to £35,000 salary, excellent bonuses, hybrid working, and great perks.
- Why this job: Kickstart your career in investment management and make a real impact.
- Qualifications: Knowledge of investments, client-facing experience, and a relevant degree.
- Other info: Dynamic team environment with opportunities for growth and development.
The predicted salary is between 28000 - 42000 £ per year.
URGENT REQUIREMENT Hybrid Working Available! Up to £35,000 plus EXCELLENT bonus and benefits.
Are you looking to break into front office Investment Management? Do you have a keen interest and sound knowledge of the investment industry? Do you have experience in a client facing role in investment / financial services? Then read on, and apply below!
A boutique wealth management firm is seeking a Graduate Investment Manager to join their team in Winchester to support with the management and ownership of the client lifecycle processes to ensure the delivery of a superior client experience.
Duties of the Graduate Investment Manager include:
- Providing information to, and engaging with, clients and intermediaries, working to pre-empt issues, and resolving them appropriately and promptly.
- Assisting the Investment Management team in ensuring Suitability. This will involve engagement with the client, establishing a clear understanding of their investment aims and risk appetite, and communicating any potential vulnerabilities.
- Engaging with prospective and existing clients through presentations, performance reviews and cost illustrations to encourage opportunities for business growth.
- Assisting with the preparation of STAR reports for non-discretionary clients.
- Compiling literature and coordinating research for team meetings.
- Supporting with the management of the Annual Portfolio Review and Investment Admin data for the team.
Requirements for the successful Graduate Investment Manager candidate:
- Sound existing knowledge and demonstrable interest in the investment industry and investment products.
- Previous experience working within investments or financial services is essential.
- Educated to University Undergraduate degree level or equivalent.
- Working knowledge of asset classes and the investment process.
- Ability to work collaboratively within a team and confidently independently.
- Strong IT skills with ability to quickly adapt to new systems.
Graduate Investment Manager employer: Montpellier Resourcing
Contact Detail:
Montpellier Resourcing Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Graduate Investment Manager
✨Tip Number 1
Network like a pro! Reach out to professionals in the investment industry on LinkedIn or at local events. We can’t stress enough how important it is to make connections that could lead to job opportunities.
✨Tip Number 2
Prepare for interviews by researching the company and its clients. We recommend practising common interview questions and tailoring your answers to highlight your knowledge of investment management. Show them you’re passionate!
✨Tip Number 3
Don’t just wait for job openings to pop up! Be proactive and reach out to firms directly, even if they’re not advertising roles. We love candidates who take the initiative and show genuine interest in joining the team.
✨Tip Number 4
Apply through our website for the best chance of landing that Graduate Investment Manager role. We keep an eye on applications that come through our platform, so make sure you showcase your skills and enthusiasm!
We think you need these skills to ace Graduate Investment Manager
Some tips for your application 🫡
Show Your Passion for Investment: Make sure to highlight your keen interest and knowledge of the investment industry in your application. We want to see that you’re genuinely excited about this field and ready to dive into the world of investment management!
Tailor Your CV and Cover Letter: Don’t just send a generic CV! We recommend customising your CV and cover letter to reflect the specific skills and experiences that match the Graduate Investment Manager role. This shows us that you’ve done your homework and are serious about joining our team.
Highlight Client-Facing Experience: Since this role involves engaging with clients, make sure to emphasise any previous experience you have in client-facing roles. We love to see how you’ve successfully managed client relationships and resolved issues in the past!
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 don’t miss out on any important updates regarding your application status!
How to prepare for a job interview at Montpellier Resourcing
✨Know Your Investment Stuff
Make sure you brush up on your knowledge of the investment industry. Be ready to discuss different asset classes and investment products, as well as current market trends. This will show your genuine interest and help you engage confidently with the interviewers.
✨Client Engagement Skills
Since this role involves a lot of client interaction, think about your previous experiences in client-facing roles. Prepare examples that highlight your ability to resolve issues and communicate effectively. Practising these scenarios can really help you shine during the interview.
✨Team Player Mindset
This position requires collaboration with the Investment Management team, so be prepared to discuss how you work within a team. Share specific instances where you contributed to a group project or helped a colleague, showcasing your teamwork skills.
✨Tech Savvy Approach
With strong IT skills being essential, make sure you’re familiar with common investment management software and tools. If you’ve used any specific systems before, mention them. Showing that you can quickly adapt to new technologies will give you an edge.
