At a Glance
- Tasks: Support clients by monitoring portfolios and ensuring top-notch service.
- Company: Award-winning investment firm known for its client-centric approach.
- Benefits: Competitive salary, exam support, and a dynamic work environment.
- Other info: Opportunity to build relationships and grow your career in finance.
- Why this job: Join a respected team and make a real impact in investment management.
- Qualifications: CISI Level 4 preferred but not essential; full exam support provided.
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 & investment news and information and to maintain a working knowledge of relevant professional developments, ensuring that these are acted upon in the clients' and the Company's interests.
Ideally you will be CISI Level 4 qualified, however, this is not essential as full exam support will be provided.
Assistant Investment Manager in Bath employer: Reward Recruitment
As a leading specialist in financial services, our company offers an exceptional work environment for Private Wealth Managers in Huddersfield, where you can thrive in a culture that prioritises relationship building and strategic collaboration. We provide competitive salaries, comprehensive benefits, and ample opportunities for professional growth, ensuring that our employees are well-supported in their career journeys while making a meaningful impact on the lives of high net-worth clients.
StudySmarter Expert Advice🤫
We think this is how you could land Assistant Investment Manager in Bath
✨Tip Number 1
Network like a pro! Get out there and connect with people in the investment management field. Attend industry events, join relevant online forums, and don’t be shy about reaching out on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for those interviews! Research the company and its approach to client care. Be ready to discuss how you can contribute to their bespoke service model. Practise common interview questions and think of examples that showcase your skills in client management.
✨Tip Number 3
Show off your passion for investments! Keep up with market trends and news, and be prepared to share your insights during interviews. This will demonstrate your commitment to the role and your ability to foster relationships with clients.
✨Tip Number 4
Apply through our website! We make it super easy for you to submit your application directly. Plus, it shows you’re serious about joining our team. Don’t forget to tailor your application to highlight your client-facing experience and any relevant qualifications!
We think you need these skills to ace Assistant Investment Manager in Bath
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that align with the Assistant Investment Manager role. Highlight any client-facing experience and your ability to manage portfolios, as these are key aspects of the job.
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. Don’t forget to mention your commitment to client care!
Showcase Your Knowledge:Demonstrate your understanding of market trends and investment strategies in your application. This shows us that you’re proactive and ready to contribute to our client-centric approach right from the start.
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 during the process!
How to prepare for a job interview at Reward Recruitment
✨Know Your Stuff
Make sure you brush up on the latest market trends and investment news. Being able to discuss current events and how they impact client portfolios will show that you're proactive and knowledgeable, which is key for an Assistant Investment Manager.
✨Client Care is Key
Since this role is client-facing, think about examples from your past experiences where you've provided excellent client service. Be ready to share how you’ve built relationships and handled client queries effectively.
✨Show Your Team Spirit
This position involves working closely with a Senior Investment Manager and other team members. Prepare to discuss how you collaborate in a team setting and support others in achieving common goals. Highlight any relevant experiences where teamwork made a difference.
✨Ask Smart Questions
At the end of the interview, don’t forget to ask insightful questions about the company’s approach to investment management or their client care strategies. This shows your genuine interest in the role and helps you assess if it’s the right fit for you.
