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- Tasks: Manage client portfolios and build new relationships in wealth management.
- Company: Leading wealth management firm based in Bristol.
- Benefits: Competitive salary, professional development, and a chance to shape the future.
- Why this job: Make a real impact in clients' financial futures and grow your career.
- Qualifications: A Level 7 Chartered Wealth Manager or equivalent required.
- Other info: Join a dynamic team focused on growth and client success.
The predicted salary is between 48000 - 72000 £ per year.
A leading wealth management firm in Bristol is seeking an ambitious individual to manage client portfolios and develop new client relationships. This role requires strong interpersonal skills and compliance with investment regulations. The successful candidate will have the opportunity to work with both existing clients and Financial Planners to grow their own client book. A Level 7 Chartered Wealth Manager or equivalent is essential. Join us to make an impact and help shape the future of our business.
Senior Investment Manager – Private Wealth Growth in Bristol employer: Quilter
Contact Detail:
Quilter Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Investment Manager – Private Wealth Growth in Bristol
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management sector and let them know you're on the lookout for opportunities. You never know who might have a lead or can introduce you to someone at a firm you're interested in.
✨Tip Number 2
Prepare for those interviews! Research the company thoroughly, understand their client base, and be ready to discuss how you can help grow their portfolios. Tailor your answers to show how your skills align with their needs.
✨Tip Number 3
Showcase your interpersonal skills! During interviews, demonstrate your ability to build relationships by sharing examples of how you've successfully managed client interactions in the past. This is key in wealth management!
✨Tip Number 4
Don't forget to apply through our website! We want to see your application directly, so make sure you submit it there. It shows you're serious about joining our team and helps us keep track of your application.
We think you need these skills to ace Senior Investment Manager – Private Wealth Growth in Bristol
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Senior Investment Manager role. Highlight your interpersonal skills and any relevant compliance experience to show us you’re the right fit.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re passionate about wealth management and how your background as a Level 7 Chartered Wealth Manager makes you the ideal candidate for this position.
Showcase Your Achievements: Don’t just list your responsibilities; we want to see your achievements! Quantify your successes in managing client portfolios and developing relationships to give us a clear picture of your impact.
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 from our team!
How to prepare for a job interview at Quilter
✨Know Your Stuff
Make sure you’re well-versed in investment regulations and portfolio management. Brush up on the latest trends in private wealth growth, as this will show your passion and expertise during the interview.
✨Showcase Your Interpersonal Skills
Since this role involves managing client relationships, be prepared to demonstrate your strong interpersonal skills. Think of examples where you've successfully built rapport with clients or colleagues, and be ready to share those stories.
✨Prepare Questions for Them
Interviews are a two-way street! Prepare insightful questions about their approach to client management and how they support their team in growing client portfolios. This shows your genuine interest in the role and the company.
✨Highlight Your Qualifications
With a Level 7 Chartered Wealth Manager or equivalent being essential, make sure to highlight your qualifications early on. Discuss how your background aligns with their needs and how you can contribute to their success.
