Investment Executive - Investment Management
Investment Executive - Investment Management

Investment Executive - Investment Management

England Full-Time 43200 - 72000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Join our award-winning Investment teams and provide exceptional client service.
  • Company: We are a leading independent investment management firm with nearly 150 years of experience.
  • Benefits: Enjoy great transport links, a supportive team, and opportunities for personal growth.
  • Why this job: Be part of a dynamic team focused on innovation and client success in a thriving environment.
  • Qualifications: Must have Level 6 CISI qualification and experience managing a client book.
  • Other info: Join us in our ambitious growth journey and make a real impact.

The predicted salary is between 43200 - 72000 £ per year.

As one of the UK’s largest independent investment management and stockbroking firms, we are always welcoming new experienced colleagues to join our award-winning Investment teams. Our independence and bespoke approach to client service is what sets us apart.

Investment Managers are at the heart of that approach – providing clients with an excellent level of personal service coupled with an award-winning investment proposition. Each Investment Manager is supported and empowered to develop new business as the firm works towards its ambitious growth goals. We empower all our colleagues to bring their expertise, experience and investment opinions to the table and help us deliver the best outcomes for our clients.

As we approach our 150th year in operation, you can join us as we embark upon our next ambitious stages of growth and success. Our northern offices, based in the bustling city centres of Leeds, Harrogate, Manchester and Liverpool with great transport links, give plenty of options for you to base yourself with us and make a real impact for both our clients and yours.

Redmayne Bentley rewards talent, expertise, and innovation and our values of Excellence, Integrity, Respect, Responsibility and Teamwork ensure that we are one large, united team dedicated to our collective success.

To join us, this is what we need:

  • Minimum of Level 6 CISI qualification (or equivalent).
  • Experience managing an established client book.
  • A clear commitment to providing a friendly, client-focused approach.
  • Someone with an established network of professional contacts.
  • An ability to see things differently and identify opportunities.

If you meet these criteria and believe that you would be a great addition to our team, please submit your CV to register your interest.

Investment Executive - Investment Management employer: Redmayne Bentley LLP

At Redmayne Bentley, we pride ourselves on being one of the UK's largest independent investment management firms, offering a dynamic and supportive work environment that fosters personal and professional growth. Our northern offices in vibrant city centres like Leeds, Harrogate, Manchester, and Liverpool provide excellent transport links and a collaborative culture where your expertise is valued and innovation is encouraged. Join us as we celebrate nearly 150 years of excellence, and be part of a united team dedicated to delivering exceptional client service and achieving ambitious growth together.
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Contact Detail:

Redmayne Bentley LLP Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Investment Executive - Investment Management

✨Tip Number 1

Network actively within the investment management community. Attend industry events, webinars, and local meetups to connect with professionals who can provide insights and potentially refer you to opportunities at StudySmarter.

✨Tip Number 2

Leverage your existing professional contacts to gather information about the company culture and values at StudySmarter. This will help you tailor your approach and demonstrate your alignment with our commitment to excellence and teamwork.

✨Tip Number 3

Stay updated on market trends and investment strategies. Being knowledgeable about current events in the financial sector will not only boost your confidence but also allow you to engage in meaningful conversations during networking opportunities.

✨Tip Number 4

Prepare to discuss your client management experience in detail. Be ready to share specific examples of how you've successfully managed client relationships and identified new business opportunities, as this is crucial for the Investment Executive role.

We think you need these skills to ace Investment Executive - Investment Management

Level 6 CISI qualification or equivalent
Client Relationship Management
Investment Analysis
Portfolio Management
Business Development
Networking Skills
Client-Focused Approach
Opportunity Identification
Communication Skills
Team Collaboration
Market Research
Financial Acumen
Regulatory Knowledge
Problem-Solving Skills

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your Level 6 CISI qualification and any relevant experience managing a client book. Use specific examples to demonstrate your client-focused approach and how you've successfully identified opportunities in the past.

Craft a Compelling Cover Letter: Write a cover letter that reflects your understanding of Redmayne Bentley's values, such as Excellence and Teamwork. Explain why you are passionate about investment management and how your skills align with their goals for growth.

Showcase Your Network: In your application, mention your established network of professional contacts. Highlight how these connections can benefit Redmayne Bentley and contribute to their ambitious growth plans.

Proofread and Edit: Before submitting your application, carefully proofread your documents for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism, which is crucial in the investment management field.

How to prepare for a job interview at Redmayne Bentley LLP

✨Showcase Your Client Management Skills

Be prepared to discuss your experience managing an established client book. Highlight specific examples of how you've built and maintained relationships, as well as any successful outcomes you've achieved for your clients.

✨Demonstrate Your Industry Knowledge

Research the investment management industry thoroughly. Be ready to share your insights on current market trends and how they could impact client portfolios. This will show your commitment to providing informed, client-focused advice.

✨Emphasise Your Network

Since having an established network of professional contacts is crucial, be prepared to discuss how you’ve leveraged your connections in the past. Share examples of how these relationships have benefited your clients or previous employers.

✨Align with Company Values

Familiarise yourself with the company's values of Excellence, Integrity, Respect, Responsibility, and Teamwork. During the interview, weave these values into your responses to demonstrate that you are a good cultural fit for the team.

Investment Executive - Investment Management
Redmayne Bentley LLP
R
  • Investment Executive - Investment Management

    England
    Full-Time
    43200 - 72000 £ / year (est.)

    Application deadline: 2027-05-20

  • R

    Redmayne Bentley LLP

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