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For Companies At a Glance
- Tasks: Manage and tailor investment portfolios to meet client objectives while enhancing relationships.
- Company: Join Redmayne Bentley, a leading independent investment management firm with a collaborative culture.
- Benefits: Enjoy a competitive salary, private medical insurance, hybrid working, and generous family leave.
- Why this job: Be part of an exciting growth journey and make a real impact on clients' wealth.
- Qualifications: CISI Level 6 or equivalent, strong leadership skills, and a client-focused approach.
- Other info: Dynamic environment with opportunities for career progression and personal development.
The predicted salary is between 36000 - 60000 £ per year.
About the Role
Our Liverpool Office, opened in 2024, is looking for an experienced Investment Manager to join the team, with the potential for someone ambitious to come in and progress to a Head of Office role.
As an Investment Manager, you will be responsible for creating, advising, and managing individually tailored portfolios that are designed to achieve your client\’s investment objectives within the agreed timescales. You will utilise your skills and knowledge to provide creative and intelligent solutions to client issues and ensure that we meet our goal of enhancing our clients\’ wealth.
You will be trusted to handle an existing book of business and to use your detailed knowledge of all aspects of investments and stock markets to develop and expand your existing client network. All of our Investment Managers are supported and empowered to develop new client business as the firm works towards its ambitious growth goals.
This isn\’t a static or siloed role – this is a role that will develop with you, with support to further grow your skills and understanding as part of a wider team that are open and honest, sharing knowledge and developing each other and always looking to improve the way we work.
What you\’ll do
In this role, you\’ll:
- Manage a range of advisory and discretionary portfolios – tailoring them to achieve the client\’s investment objectives.
- Maintain and enhance client relationships to the highest possible standard.
- Develop client portfolios to meet the client\’s objectives, determining their suitability, investment performance and tax considerations.
- Carry out marketing, business development and networking activities as required by the firm, including pitching documents & presentations, to existing and prospective clients.
- Attend and actively contribute to investment and research committee meetings.
- Actively contribute towards the firm\’s long-term strategic goals and objectives.
What we\’re looking for
- Minimum CISI Level 6 or equivalent.
- 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.
- Excellent written and verbal communication skills.
- Curious and analytical mindset.
- Willingness to use your own initiative and adapt to change.
We would particularly welcome applicants who have:
- Strong leadership skills and ambition to become a Head of Office
- Experience of handling an existing client book
Who we are
At Redmayne Bentley, our goal is to provide excellent personal investment services that enhance clients\’ wealth.
It is an exciting time to be part of our firm, having recently launched our new five-year business plan to improve, grow and accelerate. We will achieve this through seeking operational and productivity improvements, growing the investment management and financial planning services, leveraging and protecting existing income lines and considering new acquisition opportunities.
As one of the UK\’s largest independent investment management and stockbroking firms, we are committed to building a modern and diverse workplace where our people are offered unique opportunities to learn, grow and develop across the financial sector.
Our friendly, inclusive and collaborative environment rewards hard work with generous perks and benefits, and we are genuinely committed to your wellbeing through our industry commended &You wellbeing framework.
Our future looks more exciting than ever, come and share it with us.
Senior Investment Manager employer: Redmayne Bentley LLP
Contact Detail:
Redmayne Bentley LLP Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Investment Manager
✨Tip Number 1
Network like a pro! Get out there and connect with industry professionals, attend investment seminars, and join relevant online forums. The more people you know, the better your chances of landing that Senior Investment Manager role.
✨Tip Number 2
Show off your expertise! Prepare to discuss your past successes in managing portfolios and enhancing client relationships during interviews. Use real examples to demonstrate how you've achieved client objectives and grown your network.
✨Tip Number 3
Be proactive! Don’t just wait for job openings to pop up. Reach out to firms directly, including us at StudySmarter, and express your interest in potential opportunities. A little initiative can go a long way!
✨Tip Number 4
Prepare for interviews by researching the company’s goals and values. Tailor your responses to show how you align with our mission at Redmayne Bentley. Remember, we’re looking for someone who shares our vision and can contribute to our growth!
We think you need these skills to ace Senior Investment Manager
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 investment management experience and any relevant achievements to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how your background makes you the perfect fit for our team. Be genuine and let your personality come through.
Showcase Your Communication Skills: Since excellent written communication is key for this role, ensure your application is clear, concise, and free of errors. This is your first impression, so make it count!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It’s quick and easy—just enter your email, hit 'Apply Now', and you’re on your way to joining our fantastic team!
How to prepare for a job interview at Redmayne Bentley LLP
✨Know Your Stuff
As a Senior Investment Manager, you need to be well-versed in investment strategies and market trends. Brush up on your knowledge of portfolio management and be ready to discuss how you've tailored portfolios in the past to meet client objectives.
✨Showcase Your Network
Since building client relationships is key, come prepared to talk about your existing network of professional contacts. Share specific examples of how you've leveraged these connections to enhance client wealth or develop new business opportunities.
✨Demonstrate Leadership Potential
With ambitions to progress to a Head of Office role, highlight your leadership skills during the interview. Discuss instances where you've led teams or projects, and how you can contribute to the firm's long-term strategic goals.
✨Be Client-Focused
Emphasise your commitment to a friendly, client-focused approach. Prepare to share examples of how you've maintained and enhanced client relationships, ensuring their needs are met while also achieving investment performance.
