At a Glance
- Tasks: Build and manage client relationships while developing new business opportunities.
- Company: Established Wealth Management firm with over £20bn AUM, based in Manchester.
- Benefits: Competitive salary, growth opportunities, and a chance to inherit a small book of business.
- Other info: Dynamic team environment with a focus on compliance and client satisfaction.
- Why this job: Join a growing firm and make a real impact in wealth management.
- Qualifications: 10+ years in private banking, strong client relationship skills, and investment regulation knowledge.
The predicted salary is between 80000 - 100000 £ per year.
We are partnered with a well-established Wealth Management firm with an AUM in excess of £20bn.
The business is now going through a stage of growth and they're looking to hire in their Manchester office.
There is an opportunity to inherit a small book of business but the focus is on hiring someone who can build a client base and develop new business.
The Investment Manager/Director will be responsible for hosting client meetings, ensuring that the firm acts honestly, fairly, professionally and in the client's best interest at all times.
The successful candidate will be familiar with financial markets and will manage discretionary portfolios in line with clients' risk profiles and investment objectives.
Any Investment Manager at the firm must also be fully aware of, and adhere to, the firm's compliance obligations and current and future FCA regulatory requirements.
Experience
- 10+ Years experience in private banking/wealth management
- History of dealing with HNW clients, and managing client relationships
- Strong understanding of asset allocation and suitability, and a familiarity with investment regulation
- Proven track record of client retention
- Transferable book is preferable but priority is to hire someone who has the drive to grow a significant book.
- Character
- Self starter who is gregarious and enjoy working in a team
- Eagerness to play a an active part in a growing business
- Energetic and enthusiastic
- Resourceful
- Collegiate
- Must be content to travel to present to both existing clients and prospects
- #J-18808-Ljbffr
Investment Manager/Investment Director in Manchester employer: Stephenson Executive Search
As a leading multi-family office, we pride ourselves on fostering a collaborative and innovative work culture that empowers our employees to excel in their roles. Located in a vibrant financial hub, we offer competitive benefits, continuous professional development opportunities, and the chance to work alongside industry experts in wealth management and private equity. Join us to make a meaningful impact while advancing your career in a supportive environment dedicated to excellence.
Contact Details:
Stephenson Executive Search Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Investment Manager/Investment Director in Manchester
✨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 Stephenson Executive Search, 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 Stephenson Executive Search.
✨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 Stephenson Executive Search.
✨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 Stephenson Executive Search, 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/Investment Director in Manchester
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 Stephenson Executive Search 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 Stephenson Executive Search.
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 Stephenson Executive Search 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 Stephenson Executive Search. Numbers speak louder than words!
How to prepare for a job interview at Stephenson Executive Search
✨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 Stephenson Executive Search 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 withStephenson Executive Search.
