At a Glance
- Tasks: Support Investment Managers and assist clients throughout their investment journey.
- Company: Join a reputable firm with a strong focus on internal development and promotion.
- Benefits: Competitive salary, professional development support, and opportunities for career progression.
- Other info: Dynamic role with potential to advance into investment research or portfolio management.
- Why this job: Make a real impact in investments while building valuable skills and experience.
- Qualifications: CISI Level 4 Investment Advice Diploma and 6 months' experience in UK Financial Services.
The predicted salary is between 30000 - 40000 £ per year.
Hours per Week: 40
Work Pattern: 8.00am – 5.00pm
Client Facing: Yes
Investment Executives provide valuable support to our Investment Managers throughout the client journey. From being one of the first points of contact for client queries, through to supporting the Investment Managers with portfolio construction and placing trades, this is a role for a strong all-rounder who is not afraid to get involved. With a solid toolkit of administrative skills and a passion for investments, this is a role where you could make a sizeable positive impact for our IMs and our clients. This role can often act as a springboard for someone who is looking to progress into investment research, portfolio management or investment management – giving you wider exposure to, and involvement in, more complex duties and responsibilities.
This is a highly client-facing role, so you will need to be a confident communicator, who can handle a variety of queries clearly and sensitively. This role provides essential support to the office, including daily tasks such as handling post and incoming client queries.
What we’re looking for
- Qualifications, Experience & Knowledge
- Essential: Level 4 CISI Investment Advice Diploma or equivalent qualification. At least 6 months’ work experience within UK Financial Services.
- Desirable: Previous work experience within Investments or Wealth Management. Good understanding of Capital Gains Tax, corporate actions and operational procedures relating to investments.
- Skills And Behaviours
- Excellent written & verbal communication skills, capable of building trust and rapport across diverse teams.
- Ability to adapt, innovate and analyse complex information.
- Resilience under pressure – you can prioritise effectively and meet critical deadlines and SLAs.
- Ability to handle sensitive information with discretion and confidentiality.
- Strong attention to detail and proven accuracy skills.
- Self-motivated, organised, and able to manage multiple priorities.
- Proven commitment to professional development, both personal and organisational.
What does the future look like?
Many of our Investment Executives have progressed from this role into multiple specialist areas within Investment Management. Redmayne Bentley has a proud history of internal development and promotion, so there are options available for you to enjoy a long and varied career with us. Redmayne Bentley also provides full support for colleagues to achieve further industry standard qualifications, if that is something they wish to do in the future.
Investment Executive in London employer: Redmayne Bentley
Redmayne Bentley is an exceptional employer, offering a supportive and inclusive work environment where your contributions are valued and recognised. With a strong commitment to employee wellbeing through their industry-commended &You framework, generous benefits, and opportunities for professional growth, you will thrive in this newly created Procurement Manager role. Join a firm that celebrates its rich heritage while actively investing in the future, ensuring you have the resources and support to excel in your career.
StudySmarter Expert Advice🤫
We think this is how you could land Investment Executive in London
✨Get Involved in Finance Communities
Join investment and asset management forums or local finance meetups. Engaging with professionals in these circles can not only help you learn the ropes but also put you in touch with potential employers like Redmayne Bentley, who often scout for talent at such events.
✨Utilise Networking Platforms
Connect with professionals already working in asset management on platforms like LinkedIn. A personal message showing your interest in their role or asking for advice can lead to significant connections that might tip the scales in your favour at companies like Redmayne Bentley.
✨Show Off Your Financial Skills
Consider contributing to investment blogs or even creating your own content. Sharing your insights and analyses can demonstrate your knowledge and passion for the industry, making you stand out when applying for roles at organisations like Redmayne Bentley.
✨Engage with Recruitment Events
Attend finance recruitment fairs and expos. These events are perfect for making a strong impression with recruiters and potentially securing interviews. Many companies, including Redmayne Bentley, attend these events to scout for fresh talent, so make sure you stand out with your enthusiasm and knowledge!
We think you need these skills to ace Investment Executive in London
Some tips for your application 🫡
Highlight Your Analytical Skills:In asset management, it's all about the numbers! Make sure your CV showcases your analytical skills, particularly any experience with financial modelling or quantitative analysis. Employers like Redmayne Bentley want to see how you can dissect data and turn it into actionable insights, so don't hold back on your achievements!
Show Off Your Relevant Qualifications:Having the right qualifications can be a game changer in investment roles. If you've got a degree in finance, economics, or a related field, flaunt it! Also, if you have any certifications like CFA or CAIA, mention those too. It’ll help demonstrate your commitment and expertise in the field to Redmayne Bentley.
Tailor Your Cover Letter to Reflect Passion for Investment:Your cover letter is your chance to express your enthusiasm for the investment world. Share why you're drawn to asset management and your understanding of market trends. The hiring team at Redmayne Bentley will be keen to see that passion and how you keep up with industry news and developments.
Quantify Your Achievements:Don’t just tell them what you did - show them! When detailing your previous experience, include quantifiable achievements to illustrate your impact. Whether it’s percentage growth on a portfolio or cost savings in a project, these figures will help your application stand out to Redmayne Bentley. Numbers speak louder than words!
How to prepare for a job interview at Redmayne Bentley
✨Brush Up on Financial Modelling
For a role in investment asset management, being well-versed in financial modelling is crucial. Make sure you can articulate your experience with tools like Excel or any specialised software you've used. Maybe even prepare a couple of examples of financial models you've built or analysed.
✨Know Your Investment Strategies
Expect questions around different investment strategies and how you would apply them in various market scenarios. Get ready to discuss current market trends and how they impact portfolio management. This shows you're not just about the theory but also keeping an eye on real-world applications.
✨Show Your Analytical Skills
Since this is a full-time role, companies like Redmayne Bentley want to see your analytical thinking in action. Prepare to solve case studies or tackle some numerical puzzles during the interview. Practicing these types of questions will boost your confidence and show off your skills.
✨Discuss Your Long-Term Career Goals
As you’re applying for a full-time position, the interviewers will be interested in your commitment to the field. Be ready to discuss how this role fits into your long-term career plans in asset management. This shows you're not just looking for any job, but you’re genuinely interested in growing withRedmayne Bentley.
