Assistant Investment Manager
Job description
Original text imported from Reed
Assistant Investment Manager
Bath
£40,000 to £45,000 per annum plus benefits
Our client is an award-winning discretionary investment and fund management firm, renowned for its bespoke, client-centric approach. Due to continued business growth, they are now looking to recruit an Assistant Investment Manager to join their highly respected team on a permanent basis.
Main Tasks:
This role is a front office client facing role supporting external clients of the business.
Under the supervision of stakeholders in the assigned investment management team and the line management of a Senior Investment Manager, this role will support the team with all appropriate client activities including (but limited to) the following activities:
- monitoring of clients’ portfolios on a regular basis and preparing transactions as necessary to maintain portfolios suitable to clients’ investment objectives
- maintenance of a very high level of client care and service with both clients and Introducers
- carrying out client nontrade related instructions in a timely manner
- ensuring that Valuations and contract notes are produced and dispatched to clients within internal timescales
- ensuring that all communications received from clients and Introducers are actioned promptly and efficiently
- fostering relationships with existing and potential clients and Introducers
To build knowledge and to keep up to date with market & investment news and information and to maintain a working knowledge of relevant professional developments, ensuring that these are acted upon in the clients’ and the Company’s interests.
Ideally you will be CISI Level 4 qualified, however, this is not essential as full exam support will be provided.
To apply:
Please send your CV to sj@ rewardrecruitment. co.uk or contact Stuart directly.
Key skills
AI-extracted from the job advert
Application advice
5 AI-generated recommendations to maximise your chances.
⭐ Highlight your CISI qualifications or progress towards Level 4 at the top of your CV as this is specifically mentioned
📊 Quantify your portfolio management experience: "Managed £2.5M in client assets across 45 portfolios"
🌐 Emphasise your client-facing experience and relationship management skills as this is a front office role
🎯 Showcase your knowledge of investment markets and ability to analyse market news for client benefit
🤝 Demonstrate your experience with introducers and building professional networks in wealth management
Suggested CV bullets
3 bullets our AI drafted for this specific advert, mirroring its ATS keywords.
Add these 3 bullets under your most recent experience:
- •Monitored 35 client portfolios worth £4.2M, executing rebalancing transactions within 24-hour timescales to maintain optimal asset allocation
- •Built relationships with 12 new introducers, generating £850k in new client assets over 8 months through proactive market engagement
- •Processed valuations and contract notes for 200+ monthly transactions, achieving 99.5% accuracy rate and zero client complaints
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Letter preview — tailored to Reward Recruitment
Dear Hiring Manager,
Reward Recruitment's Assistant Investment Manager role perfectly aligns with my passion for discretionary investment management and client-centric portfolio strategies. My experience in portfolio monitoring and client relationship building makes me an ideal candidate for this front office position.
My background in financial services has equipped me with strong analytical skills and the ability to maintain exceptional client service standards while managing multiple portfolios simultaneously.
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Interview questions
10 questions generated from this advert.
Technical
- ›How would you monitor a client's portfolio to ensure it remains aligned with their investment objectives?
- ›What factors would you consider when preparing transactions to rebalance a portfolio?
- ›How do you stay current with market and investment news, and how would you apply this knowledge?
- ›Explain the process of producing valuations and contract notes within tight timescales.
- ›What is your understanding of discretionary investment management versus advisory services?
Behavioural
- ›Describe a time when you had to manage multiple client requests simultaneously. How did you prioritise?
- ›Tell me about a situation where you had to build a relationship with a difficult client or introducer.
- ›Give an example of when you identified a market opportunity that benefited your clients.
- ›Describe a time when you had to deliver disappointing news to a client about their portfolio performance.
- ›How have you handled a situation where you made an error in client communications or transactions?
STAR answer examples
Model answers using the Situation-Task-Action-Result framework. Adapt to your own experience.
Describe a time when you had to manage multiple client requests simultaneously. How did you prioritise?
Tell me about a situation where you had to build a relationship with a difficult client or introducer.
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