At a Glance
- Tasks: Manage client relationships and develop new business opportunities in the finance sector.
- Company: Prestigious finance firm with a supportive culture and beautiful London offices.
- 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 dynamic 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 - 75000 £ per year.
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!
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 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 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 your career, please apply today!
Investment Manager in Slough 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 competitive salary, excellent benefits including a discretionary bonus and a generous pension scheme, and a hybrid working model, this company fosters a collaborative and service-oriented work culture that values employee retention and growth opportunities.
StudySmarter Expert Advice🤫
We think this is how you could land Investment Manager in Slough
✨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 potential contacts on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Ace the Informational Interview
Set up informal chats with professionals already working as Investment Managers or in similar roles. This is your chance to learn about their experiences and get insider tips. Plus, it shows your genuine interest in the field, which can really make you stand out!
✨Showcase Your Skills
When you land that interview, be ready to demonstrate your client relationship management skills. Prepare examples of how you've built trust with clients and handled complex situations. We want to see you shine and show us why you're the perfect fit for managing high-net-worth clients!
✨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 take the initiative to engage directly with us. So, go ahead and hit that apply button!
We think you need these skills to ace Investment Manager in Slough
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 involves managing a large book of private wealth clients, so come ready with examples of your previous client relationship management experiences. Highlight specific instances where you've built trust with high-net-worth individuals and how you’ve successfully navigated complex client needs.
✨Demonstrate Team Collaboration
Even though previous people management experience isn't required, showing that you can work well in a team is crucial. Share examples of how you've collaborated with colleagues to achieve common goals, especially in high-pressure situations.
✨Prepare for Regulatory Questions
Understanding regulations like COBS 16 and COBS 4 is key for this position. Brush up on these regulations and be ready to discuss how you ensure compliance in your client communications. This will show that you take your responsibilities seriously and are well-versed in industry standards.
