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For Companies At a Glance
- Tasks: Manage client investments and provide tailored investment advice.
- Company: Titan Group offers comprehensive wealth management services with a focus on sustainable growth.
- Benefits: Enjoy hybrid working, 25 days leave, private medical insurance, and a generous pension contribution.
- Why this job: Join a dynamic team committed to innovation and professional growth in a supportive environment.
- Qualifications: 5+ years in investment management with strong communication and analytical skills required.
- Other info: Embrace a culture of compliance and contribute to a diverse and inclusive workplace.
The predicted salary is between 43200 - 72000 ÂŁ per year.
About us
The Titan Group provides a broad range of services across the whole wealth value chain – from financial planning to investment management. Its strategy is to offer modular, incremental services to its clients, allowing them to adjust their business models as needed. Titan is also an active acquirer of UK-based asset managers and other wealth-related businesses.
Titan Private Wealth, our investment management arm, and Titan Financial Planning, our financial planning business (recently rebranded from Cardale), were founded in 2003 and are based in Harrogate. Titan Private Wealth and Titan Financial Planning operate as the Titan Wealth Group’s North of England hub and offer:
- A dynamic and experienced management team who have re-invested into the firm post-acquisition, supported by a robust governance structure and embedded compliance culture.
- Forward-looking and sustainable growth, strategically driven by high-quality earnings, organic growth, selective acquisitions, and a stable cost base.
- A differentiated operating model with all key functions handled in-house to ensure adherence to stringent financial systems and controls and maximum protection for client assets.
The role
To manage the relationship and investments of clients on a discretionary basis and to provide any other related services which fall within the Client Agreement. To be instrumental in introducing new funds under management into the business. The role is based within our Harrogate office.
Key responsibilities
- To manage clients’ investments (including providing investment advice) to meet the clients’ investment objectives within the scope of their declared risk profile and in line with the firm’s Asset Allocation process and Outliers reporting and Client Suitability requirements.
- To represent the company to clients, potential clients, and introducers of clients at the standard necessary to develop the business in accordance with strategic and financial objectives.
- To maintain good client relationships.
- To encourage a culture of compliance throughout the company.
- To manage (where appropriate) support staff in the delivery of their personal and team objectives and responsibilities.
- To develop own professional expertise through on-the-job training, formal training, and, where appropriate, professional qualifications.
- To comply with the Consumer Duty to act to deliver good outcomes for clients.
- To maintain compliance with the honesty and integrity, training and competence, and financial soundness requirements of the FIT and Proper Test for Approved Person and act in accordance with the FCA’s Code of Conduct.
- To carry out any other duties as may reasonably be required.
- Adhere to consumer duty.
Education and requirements
- Minimum of 5+ years of investment management related experience.
- Strong and effective written and verbal communication skills.
- Exceptional interpersonal skills, with the ability to effectively collaborate with stakeholders at all levels.
- Strong analytical and problem-solving skills with the ability to assess complex situations and make sound decisions.
Our employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of:
- Professionalism – how we treat our clients and colleagues.
- Trust – embrace innovation and adapt to change.
- Innovation – dare to create and don’t fear failure.
Terms
- Competitive salary
- Hybrid working
- 25 days annual leave + public holidays
- A range of benefits which includes private medical insurance, Group life insurance, and income protection insurance.
- 6% employer pension contribution
- Further education and training support
- Discretionary performance-related bonus
- Confidential Employee Assistance Programme
- 2 days per year for voluntary work
- “Salary Extras” employee discounts
The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation. We believe that having a diverse team allows us to create the best possible outcomes for our clients and team members. We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment and career advancement, pay and benefits, training and development opportunities, and other job-related activities.
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Investment Associate Director employer: Titan Wealth Holdings Limited
Contact Detail:
Titan Wealth Holdings Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Associate Director
✨Tip Number 1
Familiarize yourself with Titan Group's investment philosophy and client management approach. Understanding their modular service offerings and compliance culture will help you align your experience with their expectations during discussions.
✨Tip Number 2
Network with current or former employees of Titan Group to gain insights into the company culture and the specific challenges they face in investment management. This can provide you with valuable context that you can reference in conversations.
✨Tip Number 3
Prepare to discuss your previous experience in managing client investments and how you've successfully met their objectives. Be ready to share specific examples that demonstrate your analytical skills and ability to make sound decisions under pressure.
✨Tip Number 4
Showcase your commitment to professional development by mentioning any relevant qualifications or training you've pursued. Highlighting your dedication to continuous learning aligns well with Titan's values of professionalism and innovation.
We think you need these skills to ace Investment Associate Director
Some tips for your application 🫡
Understand the Company: Take the time to research Titan Group and its services. Familiarize yourself with their investment management approach and client relationship strategies to tailor your application accordingly.
Highlight Relevant Experience: Emphasize your 5+ years of investment management experience in your CV and cover letter. Provide specific examples of how you've managed client investments and met their objectives.
Showcase Communication Skills: Since strong written and verbal communication skills are crucial for this role, ensure your application reflects your ability to communicate effectively. Use clear and concise language in your CV and cover letter.
Align with Company Values: Demonstrate how you embody the values of professionalism, trust, and innovation in your application. Share experiences that showcase your adaptability and willingness to embrace change.
How to prepare for a job interview at Titan Wealth Holdings Limited
✨Understand Titan's Values
Familiarize yourself with Titan's core values of professionalism, trust, and innovation. Be prepared to discuss how you embody these values in your work and how they align with your approach to client relationships and investment management.
✨Showcase Your Experience
With a minimum of 5+ years in investment management required, be ready to highlight specific experiences that demonstrate your expertise. Discuss past roles where you've successfully managed client investments and met their objectives, emphasizing your analytical and problem-solving skills.
✨Prepare for Client Scenarios
Anticipate questions related to managing client relationships and investments. Prepare examples of how you've navigated complex situations, provided sound investment advice, and maintained compliance with regulatory requirements. This will showcase your ability to handle the responsibilities of the role.
✨Demonstrate Communication Skills
Strong written and verbal communication skills are essential for this role. Practice articulating your thoughts clearly and concisely. Be ready to discuss how you've effectively collaborated with stakeholders at various levels and how you maintain good client relationships.
