At a Glance
- Tasks: Manage client relationships and support team performance in a dynamic finance environment.
- Company: Prestigious finance firm with a focus on personal and professional development.
- Benefits: Competitive salary, discretionary bonus, 9% pension, and hybrid working model.
- Other info: Flexible hours and excellent career growth opportunities await you!
- Why this job: Join a leading firm and make a real impact in private wealth management.
- Qualifications: CFA Level II or Level 7 CISI required; experience in client relationship management preferred.
The predicted salary is between 60000 - 80000 £ per year.
Please note, completion of the CFA Level II or Level 7 CISI is an essential requirement for this role. Unfortunately, candidates without this requirement will not be considered.
A prestigious and highly regarded client in the finance industry (investments) with offices in London. The team is approximately 250 in London, with additional global offices. The business supports personal and professional development.
This is a Manager position, which will involve working closely with the Director to manage clients, team performance and development. Responsibilities will include (but are not limited to):
- Undertake all aspects of client relationship management across the end to end client lifecycle
- Managing a large and established book of private wealth clients
- Build deep and trusted relationships with HNW/UHNW individuals and families
- Identification of new business development opportunities
- Acquire and take on new clients – carrying out presentations and pitches, assessment of suitability and compliance checking
- Undertaking transfer of assets for departing clients where relevant
- Ensuring all client communication adheres to relevant regulation (COBS 16 and COBS 4)
- Supporting the Director with management of a small team of Associates and Senior Associates – manage resources, monitor team performance and ensure relevant CPD training
- Act as first line of defence to adhere to current and future FCA obligations
- Ad-hoc additional support to the Director as appropriate.
Candidate Specification:
- Completion of the CFA Level II or Level 7 CISI is essential for this position
- Previous experience of client relationship management within the private wealth space
- Previous experience of running with client meetings independently
- Highly service-oriented approach, including clear and concise communication with clients
- Team-playing and collaborative nature
- Previous experience of people management is not required for this position.
Additional Information:
- Salary is competitive and dependent on experience; the business offers excellent additional benefits, including a discretionary bonus and 9% pension
- Hours are 9am – 5:30pm, with flexibility required for out-of-hours work where necessary
- The business offers a hybrid working model of 1-2 days from home
- Our client is looking to hire ASAP; however candidates on notice periods of up to 3 months are strongly encouraged to apply.
If you are an experienced finance professional looking for the next step in their career, please apply today!
Investment Manager employer: VWA Ltd
Join a prestigious finance firm in London that prioritises personal and professional development, offering a collaborative work culture and a strong focus on client relationship management. With competitive salaries, excellent benefits including a discretionary bonus and a generous pension scheme, as well as a hybrid working model, this is an ideal environment for experienced finance professionals seeking meaningful growth opportunities.
StudySmarter Expert Advice🤫
We think this is how you could land Investment Manager
✨Network Like a Pro
Get out there and connect with people in the finance industry! Attend networking events, join relevant online forums, and don’t be shy about reaching out to professionals on LinkedIn. Building relationships can open doors that a CV just can’t.
✨Ace the Interview
Prepare for your interviews by researching the company and understanding their values. Practice common interview questions and think about how your experience aligns with the role of Investment Manager. Remember, confidence is key!
✨Showcase Your Skills
During interviews or networking chats, highlight your CFA Level II or Level 7 CISI completion. Share specific examples of how you’ve managed client relationships and developed business opportunities. This will show you’re the right fit for the role.
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Investment Manager
Some tips for your application 🫡
Show Off Your Qualifications:Make sure to highlight your CFA Level II or Level 7 CISI right at the start. We want to see that you meet this essential requirement, so don’t be shy about showcasing your qualifications!
Tailor Your Experience:When detailing your previous roles, focus on your experience in client relationship management and working with HNW/UHNW clients. We love seeing how your background aligns with what we’re looking for!
Be Clear and Concise:In your application, keep your communication clear and to the point. We appreciate a service-oriented approach, so make sure your writing reflects that professionalism and clarity.
Apply Through Our Website:Don’t forget to submit your application through our website! It’s the best way for us to receive your details and get the ball rolling on your potential future with us.
How to prepare for a job interview at VWA Ltd
✨Know Your CFA and CISI Inside Out
Since completion of the CFA Level II or Level 7 CISI is a must-have, make sure you can discuss your knowledge and experience with these qualifications confidently. Be prepared to explain how your studies have shaped your understanding of investment management and client relationships.
✨Showcase Your Client Management Skills
This role heavily focuses on client relationship management, so come armed with specific examples from your past experiences. Think about times when you successfully managed client expectations or built strong relationships with high-net-worth individuals, and be ready to share those stories.
✨Demonstrate Team Collaboration
Even though previous people management experience isn't required, showing that you can work well in a team is crucial. Prepare to discuss how you've collaborated with colleagues in the past, especially in high-pressure situations, and how you can support the Director and your future team.
✨Understand Regulatory Requirements
Familiarise yourself with relevant regulations like COBS 16 and COBS 4. Being able to discuss how you ensure compliance in client communications will show that you take regulatory obligations seriously, which is vital for this role.
