At a Glance
- Tasks: Manage and grow client relationships while overseeing discretionary portfolios.
- Company: Join Saltus, a dynamic investment management firm with a vibrant culture.
- Benefits: Competitive salary, performance bonuses, flexible working, and 28 days holiday.
- Other info: Opportunities for career growth and professional development in a supportive team.
- Why this job: Make a real impact in clients' financial journeys while enjoying a fun work environment.
- Qualifications: Experience in managing discretionary portfolios and strong client relationship skills.
The predicted salary is between 80000 - 90000 £ per year.
We're looking for an Investment Manager to take on a significant existing client book and grow it. You'll manage relationships directly, contribute to our investment process, and own the client outcome from end to end.
Our mission is to improve everyone's relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety. We want everyone who works at Saltus to be proud to work here, and to find fulfilment and meaning in the work that they do.
We are a successful, privately owned LLP, with a number of offices in the South of England including London, Whiteley and Farnham. We are incredibly proud of our culture and work really hard to ensure that Saltus is a great place to work for our people, where they can have fun and grow in their career, with a passion for excellence and customer service.
Saltus is an independently owned financial planning and discretionary investment management house. We are dedicated to providing a high-quality service for private clients, trusts, and smaller institutions.
Can you tell me more about the role? You'll take on an established book of private clients, charities, trusts and corporate clients, and be accountable for those relationships - the reviews, the suitability, the conversations that matter when markets are difficult. These are investment management clients who do not take financial planning services from us, so the relationship sits with you: you are the person the client calls, and suitability is yours to own rather than shared.
Alongside managing the existing book, you'll grow it — through referrals from existing clients and professional connections such as solicitors, accountants and trustees, through centrally-generated prospects, and through opportunities you generate yourself.
Our investment process is centralised: asset allocation and fund selection are set by the investment team, which you'll be part of and contribute to. Portfolios are implemented within that framework rather than constructed line-by-line at the desk.
The role is a certified function under the FCA's Senior Managers and Certification Regime, and is subject to annual fitness and propriety assessment.
What you will be doing?
- Managing discretionary portfolios for an existing book of private clients, charities, trusts and corporate clients
- Leading client reviews and meetings, and owning suitability, risk profiling and the associated record-keeping
- Acting as the primary point of contact for your clients across everything from portfolio positioning to service and administration
- Growing your book through client and professional referrals, centrally-generated prospects and your own network
- Participating in investment team meetings and contributing to portfolio management decisions
- Communicating the investment team's views to the wider business
- Producing written and video investment content for clients and a broader audience
What skills and experience do I need to have?
- Experience managing discretionary portfolios for private clients and other retail clients, in a client-facing capacity
- Level 4 qualified with the RDR permissions relevant to this role, and a current Statement of Professional Standing. Progress towards Level 6 or 7 - CFA, or the CISI Level 7 Diploma - is welcomed and supported
- A strong technical grounding across asset allocation, portfolio construction and the tax treatment of private client portfolios
- A track record of building and holding client relationships, and comfort in front of new prospects
- Sound judgement under pressure, and the confidence to say when something isn't right for a client
- Personal accountability, and a collaborative approach across the investment team and the wider business
- A transferable client following is welcome but not expected
Where will I be working?
Ideally, you'd be based in our London office for a minimum of four days each week, working the remainder of the week from home. We are passionate about championing flexible working for our people, so if there's a slightly different working pattern that you're looking for, then please come and have a chat to us about it!
What benefits do I get when working for Saltus?
You'll get a salary of between £80,000 - £90,000, dependent on experience, plus a discretionary performance-based bonus. This role offers a clear path to Senior Investment Manager and, in time, to membership of the LLP and a seat in the investment team from day one, contributing to the decisions rather than receiving them. You will also receive full support for continuing qualifications. Alongside this you'll get 28 days’ holiday (plus bank holidays), life assurance, income protection and a pension, alongside access to our flexible benefits platform.
We work hard, but we have an awful lot of fun along the way.
Investment Manager employer: Saltus
Saltus is an exceptional employer, recognised as one of the Best Places to Work by the Sunday Times and Professional Adviser awards, reflecting our commitment to a vibrant work culture that prioritises employee growth and satisfaction. With flexible working arrangements from our Penarth or Bath offices, alongside competitive benefits such as 25 days' holiday and a strong focus on customer service excellence, we ensure our team members thrive both personally and professionally in a supportive environment.
StudySmarter Expert Advice🤫
We think this is how you could land 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 Saltus, 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 Saltus.
✨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 Saltus.
✨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 Saltus, 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 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 Saltus 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 Saltus.
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 Saltus 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 Saltus. Numbers speak louder than words!
How to prepare for a job interview at Saltus
✨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 Saltus 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 withSaltus.
