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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 client relationships.
- 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: We value diversity and inclusivity, ensuring equal opportunities for all employees.
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, investment management through to platform, trading, settlement and custody services. Its strategy is to be able to offer modular, incremental services to its clients allowing them to adjust their business models as and when they choose to. As part of this Titan is also an active acquirer of UK based asset managers and other wealth related businesses.
Titan Private Wealth is a well-established independent investment management business who provide portfolio management and stockbroking services to private clients. With full in-house back office, research and support teams, Titan Private Wealth are committed to providing an exceptional level of service to our clients which is achieved by developing long-term and trusted relationships. Titan Private Wealth our investment management arm, recently rebranded from Cardale, founded in 2003 and based in Harrogate.
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 FCAs 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 services and values. Understanding their approach to wealth management and client relationships will help you align your experience and skills with their expectations during the interview.
✨Tip Number 2
Network with professionals in the investment management field, especially those who have experience with discretionary client management. This can provide you with insights into the role and potentially lead to referrals.
✨Tip Number 3
Prepare to discuss your previous experiences in managing client investments and how you've successfully built and maintained client relationships. Be ready to share specific examples that demonstrate your analytical and problem-solving skills.
✨Tip Number 4
Stay updated on current market trends and investment strategies. Being knowledgeable about the latest developments in the financial sector will show your commitment to the role and your ability to provide informed investment advice.
We think you need these skills to ace Investment Associate Director
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and requirements of the Investment Associate Director position. Tailor your application to highlight relevant experience and skills that align with the job description.
Highlight Relevant Experience: In your CV and cover letter, emphasize your 5+ years of investment management experience. Provide specific examples of how you've managed client relationships and investments, showcasing your analytical and problem-solving skills.
Showcase Communication Skills: Given the importance of effective communication in this role, ensure your application reflects strong written and verbal communication abilities. Use clear and concise language, and consider including examples of successful stakeholder collaboration.
Align with Company Values: Demonstrate your alignment with Titan Group's values of professionalism, trust, and innovation in your application. Share experiences that illustrate how you embrace these values in your professional life.
How to prepare for a job interview at Titan Wealth Holdings Limited
✨Understand the Wealth Value Chain
Familiarize yourself with the entire wealth value chain, from financial planning to investment management. This knowledge will help you demonstrate your understanding of Titan Group's services and how they can benefit clients.
✨Showcase Your Client Management Skills
Prepare examples of how you've successfully managed client relationships in the past. Highlight your ability to provide tailored investment advice that aligns with clients' risk profiles and objectives.
✨Demonstrate Analytical Thinking
Be ready to discuss complex investment scenarios and how you would approach them. Show your analytical skills by explaining your decision-making process and how you assess risks and opportunities.
✨Emphasize Professionalism and Trust
Align your responses with Titan's values of professionalism and trust. Share experiences where you embraced innovation and adapted to change, showcasing your commitment to delivering exceptional service.
