Discretionary Investment Manager – Liverpool & Chester

Eden Rose; Liverpool; On-site; GBP 80,000 - 110,000; Full time

Benefits offered by this job

Bonus

Full package

Job summary

Eden Rose is seeking an Investment Manager to cover Liverpool & Chester. You will manage discretionary, advisory and managed portfolios and contribute to expanding the brand in the region. A base to £90,000 plus bonus and full package awaits the right candidate.

The role requires a solid UK Discretionary Investment Manager background, CISI Level 6, and a proven track record in sourcing new discretionary business. Strong communications and existing connections are essential assets.

Qualifications

• Solid background as a UK Discretionary Investment Manager.
• Must be CISI Level 6 qualified.
• Demonstrable track record sourcing and closing discretionary investment business.
• Excellent communication skills and drive to succeed.
• Existing book of business and intermediary connections are essential.

Responsibilities

• Manage and advise on discretionary, advisory and managed portfolios.
• Develop the brand in the region by acquiring additional business from existing and new connections.
• Collaborate with colleagues across the business to grow the practice.
• Identify and pursue new opportunities in the investment market.

Skills

Discretionary investment

Relationship building

Communication skills

New business development

Education

CISI Level 6

Job description

Eden Rose is seeking an Investment Manager to cover Liverpool & Chester. You will manage discretionary, advisory and managed portfolios and contribute to expanding the brand in the region. A base to £90,000 plus bonus and full package awaits the right candidate.

The role requires a solid UK Discretionary Investment Manager background, CISI Level 6, and a proven track record in sourcing new discretionary business. Strong communications and existing connections are essential assets.