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For Companies At a Glance
- Tasks: Manage client investments and provide top-notch investment services.
- Company: Leading investment management firm in Harrogate with a strong reputation.
- Benefits: Competitive salary, hybrid working options, and additional perks.
- Why this job: Join a dynamic team and make a real impact on client portfolios.
- Qualifications: CISI Level 6 or 7 and 5+ years of investment management experience.
- Other info: Strong focus on communication, analytics, and client relationships.
The predicted salary is between 48000 - 72000 £ per year.
A leading investment management firm in Harrogate seeks an experienced professional to manage client investments and provide related services. Applicants should possess CISI Level 6 or Level 7 qualifications along with a minimum of 5 years of experience in investment management.
The role emphasizes strong communication and analytical skills, alongside maintaining compliance and client relationships. Competitive salary and hybrid working options are offered, along with various additional benefits.
Senior Investment Manager — Hybrid Discretionary Portfolio in Harrogate employer: Titan Wealth
Contact Detail:
Titan Wealth Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Investment Manager — Hybrid Discretionary Portfolio in Harrogate
✨Tip Number 1
Network like a pro! Reach out to your connections in the investment management field and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews by brushing up on your communication skills. Practice articulating your experience and how it aligns with the role of a Senior Investment Manager. We want you to shine when discussing your analytical prowess and client relationship management!
✨Tip Number 3
Showcase your qualifications! Make sure to highlight your CISI Level 6 or 7 certifications during conversations. This will demonstrate your commitment to the field and give you an edge over other candidates.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing familiar faces from our community, so make sure to let us know you’re interested in joining the team!
We think you need these skills to ace Senior Investment Manager — Hybrid Discretionary Portfolio in Harrogate
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in investment management and showcases your CISI Level 6 or 7 qualifications. We want to see how your skills align with the role, so don’t be shy about emphasising your achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the Senior Investment Manager role. Share specific examples of how you've managed client investments and built strong relationships in the past.
Show Off Your Communication Skills: Since strong communication is key for this role, make sure your application reflects that. Keep your language clear and concise, and don’t forget to proofread for any typos or errors. We love attention to detail!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, you’ll get to explore more about our company culture while you’re at it!
How to prepare for a job interview at Titan Wealth
✨Know Your Numbers
Make sure you brush up on your investment management knowledge, especially the latest market trends and performance metrics. Being able to discuss specific investments you've managed and their outcomes will show your analytical skills and experience.
✨Showcase Your Communication Skills
Since strong communication is key for this role, prepare to demonstrate how you've effectively communicated with clients in the past. Think of examples where you’ve simplified complex information or built strong client relationships.
✨Understand Compliance Requirements
Familiarise yourself with the compliance regulations relevant to investment management. Be ready to discuss how you’ve ensured compliance in your previous roles, as this will highlight your attention to detail and commitment to best practices.
✨Prepare Questions for Them
Interviews are a two-way street! Prepare insightful questions about the firm’s investment strategies, team dynamics, and hybrid working culture. This shows your genuine interest in the role and helps you assess if it’s the right fit for you.
