At a Glance
- Tasks: Support clients by managing portfolios and ensuring top-notch service.
- Company: Award-winning investment firm known for its client-focused approach.
- Benefits: Competitive salary, benefits package, and opportunities for professional growth.
- Other info: Dynamic work environment with excellent career advancement potential.
- Why this job: Join a respected team and make a real difference in clients' financial journeys.
- Qualifications: Strong communication skills and a passion for finance.
The predicted salary is between 40000 - 45000 € per year.
Our client is an award‑winning discretionary investment and fund management firm, renowned for its bespoke, client‑centric approach. Due to continued business growth, they are now looking to recruit an Assistant Investment Manager to join their highly respected team on a permanent basis.
Main Tasks:
- This role is a front office client‑facing role supporting external clients of the business.
- Under the supervision of stakeholders in the assigned investment management team and the line management of a Senior Investment Manager, this role will support the team with all appropriate client activities including (but not limited to) the following activities:
- Monitoring of clients' portfolios on a regular basis and preparing transactions as necessary to maintain portfolios suitable to clients' investment objectives.
- Maintenance of a very high level of client care and service with both clients and Introducers.
- Carrying out client non-trade related instructions in a timely manner.
- Ensuring that Valuations and contract notes are produced and dispatched to clients within internal timescales.
- Ensuring that all communications received from clients and Introducers are actioned promptly and efficiently.
- Fostering relationships with existing and potential clients and Introducers.
- To build knowledge and to keep up to date with market trends.
Assistant Investment Manager employer: Reward Recruitment
As an Assistant Investment Manager at our award-winning firm in Bath, you will thrive in a dynamic and supportive work culture that prioritises client satisfaction and professional growth. With competitive salaries and a comprehensive benefits package, we are committed to fostering your development through ongoing training and mentorship, ensuring you have the tools to excel in your career while enjoying the vibrant lifestyle that Bath has to offer.
StudySmarter Expert Advice🤫
We think this is how you could land Assistant Investment Manager
✨Tip Number 1
Network like a pro! Reach out to your connections in the investment world, attend industry events, and don’t be shy about asking for introductions. The more people you know, the better your chances of landing that Assistant Investment Manager role.
✨Tip Number 2
Prepare for interviews by researching the company and its clients. Understand their investment strategies and be ready to discuss how you can contribute to their bespoke, client-centric approach. Show them you’re not just another candidate!
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role. It’s also a great opportunity to reiterate why you’d be a perfect fit for their team.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you stand out, and applying directly can sometimes give you an edge over other candidates. Let’s get you that Assistant Investment Manager position!
We think you need these skills to ace Assistant Investment Manager
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Assistant Investment Manager role. Highlight relevant experience and skills that match the job description, especially those related to client care and portfolio management.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about investment management and how your background makes you a great fit for our team. Keep it concise but impactful!
Showcase Your Client-Facing Skills:Since this role is all about client interaction, be sure to showcase any previous experience you have in client-facing roles. Talk about how you've maintained high levels of service and built relationships in the past.
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates!
How to prepare for a job interview at Reward Recruitment
✨Know Your Numbers
As an Assistant Investment Manager, you'll need to be comfortable with financial data. Brush up on key metrics and recent market trends relevant to the firm. This will not only show your enthusiasm but also your ability to engage in informed discussions during the interview.
✨Client-Centric Mindset
Since this role is client-facing, think about how you can demonstrate your commitment to exceptional client service. Prepare examples from your past experiences where you went above and beyond for a client or resolved a challenging situation effectively.
✨Showcase Teamwork Skills
You'll be working closely with a Senior Investment Manager and other stakeholders. Be ready to discuss how you've successfully collaborated in previous roles. Highlight your ability to support team objectives while maintaining strong relationships with clients and colleagues.
✨Prepare Questions
Interviews are a two-way street! Prepare thoughtful questions about the firm's approach to investment management and client care. This shows your genuine interest in the role and helps you assess if the company aligns with your career goals.
