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- Tasks: Lead a team in managing investment portfolios and conducting in-depth market analysis.
- Company: Award-winning Wealth Management Consultancy with a focus on HNW clients.
- Benefits: Competitive salary, flexible hybrid working options, and professional development opportunities.
- Why this job: Shape the future of investment management in a dynamic and supportive environment.
- Qualifications: Extensive investment analysis experience and relevant industry qualifications required.
- Other info: Join a small, collaborative team where your input truly matters.
The predicted salary is between 72000 - 108000 £ per year.
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. This key role will report directly into the COO.
You will be responsible for guiding a small team of Investment Analysts, managing the company's model portfolio service and overseeing the investment research and guidance provided to the financial planners. Specifics of the role will include:
- Manage in-depth analysis of unit trusts and other collective investments, including quantitative and qualitative screening and fund manager meetings.
- Take ultimate responsibility for strategic and tactical allocation decisions.
- Develop and maintain the internal fund list of approved funds.
- Provide in-depth analysis and reports to be used by the financial planning team and external clients.
- Develop and manage the investment framework and research database.
- Where required, present alongside the financial planners.
- Mentor and oversee the development of your team, providing them with guidance and training.
- Ensure 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. You should also hold a relevant industry qualification and be able to demonstrate the decision-making confidence required for this type of role.
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 in Oxford employer: Oval Recruit
Contact Detail:
Oval Recruit Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Head of Investment Management - HNW Wealth Manager in Oxford
✨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 knowledge. Be ready to discuss your investment philosophy and how you’ve successfully managed portfolios in the past. Confidence is key, so practice articulating your vision clearly.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a quick thank-you note to express your appreciation and reiterate your interest in the role. It shows professionalism and keeps you top of mind.
✨Tip Number 4
Apply through our website for a smoother process! We want to see your application, and applying directly helps us keep track of your progress. Plus, it shows you’re keen on joining our team!
We think you need these skills to ace Head of Investment Management - HNW Wealth Manager in Oxford
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Head of Investment Management role. Highlight your experience with investment analysis and portfolio management, and don’t forget to showcase any relevant qualifications. We want to see how you can bring your unique skills to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Share your investment philosophy and how you’ve successfully managed teams in the past. Remember, we love a good story that shows your passion for wealth management.
Showcase Your Leadership Skills: As a Head of Investment Management, you'll be guiding a team. Make sure to highlight your mentoring and leadership experiences in your application. We’re looking for someone who can inspire and develop others, so let us know how you've done this before!
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 gives you a chance to explore more about our company culture and values!
How to prepare for a job interview at Oval Recruit
✨Know Your Investment Philosophy
Before the interview, take some time to clearly articulate your investment philosophy. Be prepared to discuss how it aligns with the company's approach and how you can contribute to their strategic and tactical allocation decisions.
✨Showcase Your Analytical Skills
Bring examples of your previous work where you've conducted in-depth analysis of unit trusts or other collective investments. Highlight any quantitative and qualitative screening methods you've used, as well as your experience with fund manager meetings.
✨Prepare for Team Leadership Questions
As a potential head of a small team, be ready to discuss your mentoring style and how you plan to guide and develop your team of Investment Analysts. Think of specific instances where you've successfully led a team or provided training.
✨Understand Regulatory Requirements
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 decision-making process.