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- Tasks: Manage client portfolios and provide tailored investment advice to grow business.
- Company: Leading wealth management firm with a supportive team culture.
- Benefits: Competitive benefits and opportunities for professional development.
- Why this job: Join a dynamic team and make a real impact in wealth management.
- Qualifications: Level 7 Chartered Wealth Manager qualifications or working towards them.
- Other info: Great opportunity for career growth in a thriving environment.
The predicted salary is between 36000 - 60000 £ per year.
A leading wealth management firm is seeking an Investment Manager in Bristol. The successful candidate will manage client portfolios, provide tailored investment advice, and aid in business growth.
Ideal applicants should possess or be working towards Level 7 Chartered Wealth Manager qualifications and demonstrate strong interpersonal skills.
The role offers competitive benefits and a supportive team environment to drive professional development.
Investment Manager – Grow a High-Value Client Book in Bristol employer: Quilter Cheviot
Contact Detail:
Quilter Cheviot Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Manager – Grow a High-Value Client Book in Bristol
✨Tip Number 1
Network like a pro! Get out there and connect with industry professionals, attend events, and join relevant groups. The more people you know, the better your chances of landing that Investment Manager role.
✨Tip Number 2
Show off your skills! Prepare a portfolio showcasing your past successes in managing client portfolios and providing tailored investment advice. This will help you stand out when you meet potential employers.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or mentors to refine your responses and boost your confidence. Focus on demonstrating your interpersonal skills and how they can benefit the firm.
✨Tip Number 4
Apply through our website! We’ve got loads of resources to help you prepare for interviews and showcase your qualifications. Don’t miss out on the chance to join a supportive team environment where you can grow professionally.
We think you need these skills to ace Investment Manager – Grow a High-Value Client Book in Bristol
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in managing client portfolios and providing investment advice. We want to see how your skills align with the role, so don’t be shy about showcasing your achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about wealth management and how you can contribute to our team. We love seeing genuine enthusiasm for the role.
Showcase Your Qualifications: If you have or are working towards your Level 7 Chartered Wealth Manager qualifications, make sure to mention this prominently. It’s a big plus for us and shows your commitment to professional development.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen to join our team!
How to prepare for a job interview at Quilter Cheviot
✨Know Your Numbers
As an Investment Manager, you'll need to be comfortable discussing financial metrics and portfolio performance. Brush up on key investment principles and be ready to share examples of how you've successfully managed client portfolios in the past.
✨Showcase Your Interpersonal Skills
This role requires strong interpersonal skills, so think about how you can demonstrate this during the interview. Prepare anecdotes that highlight your ability to build relationships with clients and work collaboratively within a team.
✨Understand the Firm's Values
Research the wealth management firm thoroughly. Understand their approach to client service and investment strategies. This will help you align your answers with their values and show that you're genuinely interested in contributing to their success.
✨Prepare Thoughtful Questions
At the end of the interview, you'll likely have the chance to ask questions. Prepare insightful queries about the firm's growth plans or how they support professional development. This shows your enthusiasm for the role and helps you assess if it's the right fit for you.
