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- Tasks: Lead a team of analysts and manage investment portfolios for high-net-worth clients.
- Company: Award-winning Wealth Management Consultancy with a collaborative culture.
- Benefits: Competitive salary, flexible hybrid working, and opportunities for professional growth.
- Why this job: Shape the future of investment management in a dynamic and respected firm.
- Qualifications: Extensive experience in investment analysis and portfolio management.
- Other info: Mentorship opportunities and a chance to influence a smaller team.
The predicted salary is between 43200 - 72000 £ per year.
Oxfordshire (flexible hybrid working options) - £competitive + Package
An Award-winning Wealth Management Consultancy who continues to grow and develop have an exciting opening for a Head of Investment Management. The company employs in the region of 40 members of staff and offers long term Financial Planning solutions to HNW clients, alongside an Investment Management service running a managed portfolio service.
You will be responsible for:
- Guiding a small team of Investment Analysts
- Managing the company's model portfolio service
- Overseeing the investment research and guidance provided to the financial planners
- Managing in-depth analysis of unit trusts and other collective investments, including quantitative and qualitative screening and fund manager meetings
- Providing in-depth analysis and reports to be used by the financial planning team and external clients
- Developing and managing the investment framework and research database
- Presenting alongside the financial planners where required
- Mentoring and overseeing the development of your team, providing them with guidance and training
- Ensuring all actions taken by the Investment Management team are conducted in accordance with regulative and legislative requirements
This role would suit someone who has extensive experience analysing investments and managing investment portfolios, who can display a clear investment philosophy and articulate a vision. This is an opportunity to join a highly regarded firm in a role where you will have genuine input in a smaller working environment, and be able to shape the future of the Investment Management offering.
Head of Investment Management - HNW Wealth Manager employer: Oval Recruit Ltd.
Contact Detail:
Oval Recruit Ltd. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Head of Investment Management - HNW Wealth Manager
✨Tip Number 1
Network like a pro! Reach out to your connections in the investment management field and let them know you're on the lookout for opportunities. You never know who might have the inside scoop on a role that’s perfect for you.
✨Tip Number 2
Prepare for interviews by brushing up on your investment analysis skills. Be ready to discuss your investment philosophy and how you’ve successfully managed portfolios in the past. Show them you’re the expert they need!
✨Tip Number 3
Don’t just apply anywhere; focus on companies that align with your values and career goals. We recommend checking out our website for tailored job listings that fit your expertise in wealth management.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in keeping you top of mind. Use this opportunity to reiterate your enthusiasm for the role and how you can contribute to their investment management team.
We think you need these skills to ace Head of Investment Management - HNW Wealth Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Head of Investment Management role. Highlight your investment analysis expertise and any leadership experience, as we want to see how you can guide our team.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your passion for investment management and how your vision aligns with our company’s goals. We love seeing candidates who can articulate their investment philosophy clearly.
Showcase Your Analytical Skills: Since this role involves in-depth analysis, be sure to include examples of your quantitative and qualitative screening experiences. We want to know how you've tackled complex investment challenges 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’re considered for this exciting opportunity. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Oval Recruit Ltd.
✨Know Your Investment Philosophy
Before the interview, take some time to articulate your investment philosophy clearly. Be prepared to discuss how it aligns with the company's approach and how you can contribute to their model portfolio service.
✨Showcase Your Analytical Skills
Bring examples of your previous work where you've conducted in-depth analysis of unit trusts or other investments. Be ready to discuss your quantitative and qualitative screening methods, as well as any insights gained from fund manager meetings.
✨Demonstrate Leadership Experience
Since you'll be guiding a small team, highlight your mentoring and team development experiences. Share specific instances where you've successfully trained or guided team members, and how that has positively impacted their performance.
✨Prepare for Regulatory Questions
Familiarise yourself with the regulatory and legislative requirements relevant to investment management. Be prepared to discuss how you ensure compliance within your team and the importance of adhering to these standards in your previous roles.