Investment Manager / Belfast / 100k

VANRATH; Belfast; Hybrid; GBP 100,000 - 125,000; Full time

Job summary

A prestigious organisation in Belfast is seeking an experienced Investment Manager to manage client relationships and develop tailored financial strategies. The ideal candidate will have over 5 years of wealth management experience and excellent communication skills. Competitive salary fully negotiable based on experience, along with a benefits package including private medical and bonuses. Hybrid working options are available.

Benefits

Benefits Package

Bonus

Qualifications

• At least 5 years' experience in wealth management, in a client-facing advice role.
• Excellent verbal and written communication skills.
• Proven track record of delivering results.

Responsibilities

• Managing long-term client relationships.
• Developing financial plans to meet client needs.
• Staying current with pension legislation.

Skills

Client relationship management

Pensions and retirement planning

Financial strategy development

Business development

Commercial negotiation

Team leadership

Education

Relevant Professional Services qualification or Degree/Masters

Tools

MS Office

Excel

PowerPoint

Job description

Overview

VANRATH are delighted to be supporting one of our most valued clients with the Recruitment of a Investment Manager to join a prestigious organisation based in Belfast which has a Global Presence.

Salary - Fully Negotiable Depending on Experience + Private Medical + Cash Bonus + Hybrid Working and many more Benefits.

Hours - Mon-Fri - 09:00-17:00 (Flexible Start Times + Hybrid Working)

Key responsibilities

• Managing long-term client relationships;
• Strong demonstrable experience in advising on pensions & retirement planning
• Developing financial plans for existing or prospective clients, providing them with the appropriate financial advice and financial products & investments to meet their needs;
• Develop and implement tailored financial strategies including retirement planning, tax optimisation, and estate planning;
• Stay current with pension legislation and regulatory changes to ensure clients receive accurate and compliant advice;
• Proven experience in generating new business opportunities.
• Pursuing leads and co-ordinating sales effort with company colleagues;
• Develop junior members of the team to ensure the team deliver high standards of professionalism and technical competence.

Key Requirements

• Relevant Professional Services qualification, or Degree or Masters level in a related area.
• A demonstrable track record of delivering results;
• Excellent verbal and written communication skills;
• Strong influencing; commercial negotiation and presentation skills;
• A proven team player, with a \"hands-on\" approach to achieving positive outcomes;
• Ability to deal effectively with conflicting requirements, and adapt and respond at short notice;
• A dynamic individual capable of self-motivated, innovative development;
• At least 5 years' experience in wealth management, in a client facing advice role;
• Excellent administration and IT skills, including a strong understanding of MS Office, Excel and PowerPoint;
• Ability to operate within a compliant framework and adhere to corporate and regulatory quality standards;
• A high level of initiative and enthusiasm with the ability to identify opportunities within the market.

How to apply

If you feel you meet the key requirements for this role, please reach out to Phil Doherty @VANRATH for a confidential chat or an off site meeting.

Benefits

• Benefits Package
• Bonus