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For Companies At a Glance
- Tasks: Manage bespoke investment portfolios and build client relationships.
- Company: Join a leading UK Investment Manager with over £100bn in assets.
- Benefits: Enjoy a dynamic work environment and opportunities for professional growth.
- Why this job: Make a real impact by helping clients achieve their financial goals.
- Qualifications: Experience in investment management and a deep understanding of financial markets required.
- Other info: Chartered status preferred; this role is based in Bournemouth.
The predicted salary is between 72000 - 108000 £ per year.
Investment Director Opportunity
My client is one of the UK's leading Investment Managers, renowned for providing bespoke investment and wealth management services to private clients, charities, trustees, and professional partners. With over £100bn in Assets Under Management and headquartered in London, the firm is seeking to appoint an Investment Director for their Bournemouth office – the successful individual may inherit a small portfolio of clients, but the focus is on hiring an individual who can build a client base and develop new business across the region.
Key Responsibilities:
- Develop and manage bespoke investment portfolios for high-net-worth clients.
- Provide strategic advice aligned with clients’ financial goals and values.
- Foster and grow long-term client relationships, ensuring exceptional service.
- Identify and pursue new business opportunities, leveraging your network.
- Collaborate with internal teams to deliver holistic wealth management solutions.
- Stay ahead of market trends to inform investment decisions.
About You:
- Proven experience within investment management
- A deep understanding of financial markets.
- proven experience in developing – and maintaining – clients
- Chartered status (CFA, CISI, or equivalent) is preferred.
Investment Director employer: Stephenson Executive Search
Contact Detail:
Stephenson Executive Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Director
✨Tip Number 1
Network strategically within the investment community in Bournemouth. Attend local finance and investment events to meet potential clients and industry peers, which can help you build relationships that may lead to new business opportunities.
✨Tip Number 2
Stay updated on market trends and investment strategies. This knowledge will not only enhance your credibility but also enable you to provide informed advice to potential clients, showcasing your expertise in managing bespoke investment portfolios.
✨Tip Number 3
Leverage your existing network to identify high-net-worth individuals who may benefit from your services. Personal referrals can be a powerful way to establish trust and grow your client base quickly.
✨Tip Number 4
Collaborate with other professionals in related fields, such as tax advisors or estate planners. Building these partnerships can help you offer comprehensive wealth management solutions and attract clients looking for holistic financial advice.
We think you need these skills to ace Investment Director
Some tips for your application 🫡
Understand the Role: Make sure to thoroughly understand the responsibilities of an Investment Director. Highlight your experience in developing bespoke investment portfolios and managing high-net-worth clients in your application.
Showcase Your Expertise: Emphasize your proven experience within investment management and your deep understanding of financial markets. Use specific examples to demonstrate how you've successfully developed and maintained client relationships.
Highlight Your Qualifications: If you hold any relevant qualifications such as CFA or CISI, make sure to mention them prominently in your CV and cover letter. This will strengthen your application and show your commitment to the profession.
Tailor Your Application: Customize your CV and cover letter to reflect the specific requirements of the job. Mention your ability to identify new business opportunities and collaborate with internal teams to deliver comprehensive wealth management solutions.
How to prepare for a job interview at Stephenson Executive Search
✨Showcase Your Investment Expertise
Be prepared to discuss your experience in investment management in detail. Highlight specific portfolios you've managed and the strategies you employed to achieve client goals. This will demonstrate your deep understanding of financial markets.
✨Demonstrate Client Relationship Skills
Since the role focuses on building and maintaining client relationships, share examples of how you've successfully developed long-term relationships with high-net-worth clients. Discuss your approach to providing exceptional service and strategic advice.
✨Highlight Business Development Experience
Prepare to talk about your experience in identifying and pursuing new business opportunities. Share specific instances where you've leveraged your network to grow a client base, as this is crucial for the role.
✨Stay Informed on Market Trends
Show that you are proactive in staying ahead of market trends. Be ready to discuss recent developments in the financial markets and how they could impact investment decisions. This will reflect your commitment to informed decision-making.
