At a Glance
- Tasks: Support Relationship Managers in client acquisition and retention while managing client portfolios.
- Company: Dynamic investment management firm focused on growth and collaboration.
- Benefits: Competitive salary, coaching opportunities, and a supportive team environment.
- Other info: Opportunities for career progression and to work with industry experts.
- Why this job: Join a high-performing team and make a real impact in the investment world.
- Qualifications: Level 4 qualified or studying towards it, with investment experience and Microsoft Office skills.
The predicted salary is between 30000 - 40000 £ per year.
Job Responsibilities
- Manager Team proactively supports Relationship Managers with client acquisition and existing client retention, including annual reviews, deal reviews, joint meetings, and client events.
- Supports the Investment Directors in managing a book of allocated discretionary client portfolios and relationships, primarily by taking ownership of the admin (payments, queries, fees, closures, account opening, etc.) that come through the team inbox and providing administrative support for annual reviews such as preparation of suitability letters and investment documents.
- Opportunities to progress to a portfolio of clients in your own name after sufficient training.
- When required, manages transaction orders ensuring deal entry accuracy.
- Strives to be a technical expert across all investment asset classes and investment products.
- Cascades the investment house views, ideas and insights to RMs, trustees and clients, as appropriate.
- Keeps accurate records of all client correspondence, KYC and documentation on central record keeping systems, Salesforce and Content Manager as required.
Qualifications
- Must be level 4 qualified or studying towards it, targeting level 6 (CISI PCIAM or equivalent).
- Requires investment/securities dealing experience.
- Awareness of different asset classes and products including equities, bonds, hedge funds, FX, structured products.
- Proficiency in Microsoft Office (Excel, Word, PowerPoint) is of primary importance.
- Understanding of the workings of financial markets.
Benefits and Working Environment
- We thrive on the challenge to be our best – progressive thinking to keep growing and working together to deliver trusted advice, helping clients thrive and communities prosper.
- We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
- Leaders support your development through coaching and managing opportunities.
- Opportunities to work with the best in the field, make a difference and lasting impact.
- Work in a dynamic, collaborative, progressive, and high‑performing team.
Location & Logistics
- Address: GASPÉ HOUSE, 66-72 ESPLANADE, SAINT HELIER
- City: Saint Helier
- Country: Jersey
- Work hours/week: 36.25
- Employment Type: Full time
- Platform: WEALTH MANAGEMENT
- Job Type: Regular
- Pay Type: Salaried
Associate, Investment Manager employer: Royal Bank of Canada
As an Associate Investment Manager at our firm in Saint Helier, you will be part of a dynamic and collaborative team that prioritises professional growth and community impact. We offer a supportive work culture where leaders are dedicated to your development, providing opportunities to progress your career while working with top industry professionals. Enjoy a fulfilling role that not only challenges you but also allows you to make a meaningful difference in the lives of our clients and the wider community.
StudySmarter Expert Advice🤫
We think this is how you could land Associate, Investment Manager
✨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 Royal Bank of Canada, 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 Royal Bank of Canada.
✨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 Royal Bank of Canada.
✨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 Royal Bank of Canada, 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 Associate, Investment Manager
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 Royal Bank of Canada 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 Royal Bank of Canada.
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 Royal Bank of Canada 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 Royal Bank of Canada. Numbers speak louder than words!
How to prepare for a job interview at Royal Bank of Canada
✨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 Royal Bank of Canada 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 withRoyal Bank of Canada.
