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For Companies At a Glance
- Tasks: Support high-net-worth client portfolios and assist in business development activities.
- Company: Join a prestigious boutique Wealth and Investment Management firm focused on client success.
- Benefits: Enjoy remote work flexibility with occasional travel and dedicated mentorship.
- Why this job: Gain hands-on experience in a dynamic environment while building valuable industry connections.
- Qualifications: A keen interest in finance, strong analytical skills, and excellent communication abilities are essential.
- Other info: This role offers opportunities for professional growth and the chance to work with experienced managers.
The predicted salary is between 36000 - 60000 £ per year.
Are you passionate about investments and eager to develop your career within a dynamic, client-focused environment? A prestigious boutique Wealth and Investment Management firm is seeking a driven and detail-oriented Assistant Investment Manager to join its growing team. This is an outstanding opportunity to gain hands-on experience, benefit from dedicated mentorship, and progress professionally within a collaborative and high-performing setting.
Key Responsibilities
- Working closely with experienced Investment Managers, you will be involved in a wide range of client and investment-related activities, including:
- Supporting the day-to-day management of high-net-worth client portfolios, including processing trades, transfers, and income management.
- Assisting with new business development from researching prospective clients and preparing bespoke presentations, to attending pitches and following up on leads.
- Contributing to the creation of tailored investment proposals and reports.
- Organising and maintaining accurate client data and documentation.
- Preparing for and supporting client meetings to ensure exceptional service delivery.
About You
- A genuine interest in financial markets and investment management.
- Strong numerical and analytical skills, with excellent attention to detail.
- A proactive mindset and willingness to pursue relevant professional qualifications.
- Proficiency in FE Analytics or similar investment tools.
- Previous experience working with high-net-worth clients is advantageous.
- Excellent communication and relationship-building skills.
This is a primarily remote role, but some travel to offices in London, Birmingham and York will be required.
Assistant Investment Manager employer: Pratap Partnership Ltd
Contact Detail:
Pratap Partnership Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Assistant Investment Manager
✨Tip Number 1
Network with professionals in the investment management field. Attend industry events, webinars, or local meetups to connect with people who work in similar roles. This can help you gain insights into the company culture and potentially get a referral.
✨Tip Number 2
Familiarise yourself with the latest trends in financial markets and investment strategies. Being well-informed will not only boost your confidence but also impress potential employers during conversations or interviews.
✨Tip Number 3
Demonstrate your analytical skills by preparing a case study or analysis of a recent investment trend. Presenting this during an informal chat or networking event can showcase your initiative and understanding of the role.
✨Tip Number 4
Stay proactive in pursuing relevant professional qualifications. Highlighting your commitment to continuous learning can set you apart from other candidates and show your dedication to the investment management profession.
We think you need these skills to ace Assistant Investment Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in investment management and client relations. Emphasise any previous roles where you managed high-net-worth clients or worked with investment tools like FE Analytics.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for investments and your proactive mindset. Mention specific skills that align with the job description, such as your analytical abilities and attention to detail.
Highlight Relevant Qualifications: If you have any professional qualifications related to finance or investment management, be sure to mention them. Express your willingness to pursue further qualifications, as this shows commitment to your career development.
Prepare for Interviews: Research common interview questions for investment roles and prepare thoughtful responses. Be ready to discuss your understanding of financial markets and how you can contribute to the firm's success.
How to prepare for a job interview at Pratap Partnership Ltd
✨Show Your Passion for Investments
Make sure to express your genuine interest in financial markets and investment management during the interview. Share any relevant experiences or insights that demonstrate your enthusiasm and commitment to the field.
✨Highlight Your Analytical Skills
Prepare to discuss specific examples where you've used your numerical and analytical skills effectively. This could include past projects or experiences where attention to detail was crucial, especially in managing client portfolios.
✨Demonstrate Proactivity
Emphasise your proactive mindset by discussing any relevant professional qualifications you are pursuing or have completed. Mention how you stay updated with market trends and how you take initiative in your work.
✨Prepare for Client Interaction Scenarios
Since the role involves supporting client meetings and maintaining relationships, be ready to role-play or discuss how you would handle various client scenarios. This will showcase your communication skills and ability to build rapport with high-net-worth clients.
