At a Glance
- Tasks: Manage client relationships and develop new business opportunities in a dynamic finance environment.
- Company: Prestigious finance firm with beautiful London offices and a supportive culture.
- Benefits: Competitive salary, discretionary bonus, 9% pension, and hybrid working options.
- Other info: Flexible hours and excellent career development opportunities await you!
- Why this job: Join a respected team 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.
About the Client:
A prestigious and highly regarded client in the finance industry (investments) with beautiful offices in the heart of London! The team are approximately 250 in London, with additional global offices. The business has excellent retention of staff, with personal and professional development highly encouraged and supported!
About the Investment Manager Role:
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 and the business offer 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 offer 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 in London employer: VWA Ltd
Join a prestigious financial services firm located in the heart of London, where personal and professional development is not just encouraged but actively supported. With a strong focus on employee retention, competitive salaries, and a hybrid working model, this company offers a vibrant work culture that values collaboration and client relationship management. As an Investment Manager, you will have the opportunity to build trusted relationships with high-net-worth clients while enjoying excellent benefits, including a discretionary bonus and a generous pension scheme.
StudySmarter Expert Advice🤫
We think this is how you could land Investment Manager in London
✨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 Informational Interview
Set up informal chats with folks already working as Investment Managers or in similar roles. Ask them about their experiences and insights into the industry. This not only helps you learn but also shows your genuine interest in the field!
✨Showcase Your Skills
When you get the chance to meet potential employers, be ready to demonstrate your expertise. Prepare case studies or examples of how you've successfully managed client relationships or identified new business opportunities in the past.
✨Apply Through Our Website
Don’t forget to apply directly through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take that extra step to engage with us directly.
We think you need these skills to ace Investment Manager in London
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, 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 involves managing high-net-worth clients, so come ready with examples of your previous client relationship management experiences. Think about specific situations where you built trust and rapport, and be ready to share how you handled challenges in those relationships.
✨Demonstrate Your Team Spirit
Even though previous people management experience isn't required, showing that you can collaborate effectively with a team is key. Prepare to discuss how you've worked with others in past roles, highlighting your service-oriented approach and any instances where you supported colleagues.
✨Research the Company Culture
Understanding the company's values and culture will help you align your answers during the interview. Look into their commitment to personal and professional development, and think about how you can contribute to that environment. This will show you're not just interested in the role, but also in being part of their team.
