Investment Manager

TN United Kingdom; Liverpool; On-site; GBP 45,000 - 75,000; Full time

Job summary

An established national investment management firm is seeking an experienced Investment Manager in Liverpool. In this pivotal role, you will create and manage tailored investment portfolios, ensuring they meet clients' objectives. You will leverage your expertise to maintain and enhance client relationships while actively contributing to the firm's growth strategies. This is a fantastic opportunity for a driven professional with a strong network and a passion for investment management to make a significant impact in a supportive environment focused on client success.

Qualifications

• Minimum CISI Level 6 or equivalent required.
• Strong commitment to client-focused service and relationship management.

Responsibilities

• Manage advisory and discretionary portfolios tailored to client objectives.
• Develop client portfolios considering investment performance and tax.

Skills

Client Relationship Management

Investment Portfolio Management

Business Development

Analytical Skills

Communication Skills

Education

CISI Level 6

Job description

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My client is an established national Investment Management business. They are currently looking for an experienced Investment Manager in Liverpool to look after a large book of existing clients.

As an Investment Manager, you will be responsible for creating, advising, and managing individually tailored portfolios that are designed to achieve your client's investment objectives within the agreed timescales.

You will be trusted to handle an existing book of business and to use your detailed knowledge of all aspects of investments and stock markets to develop and expand your existing client network. All of their Investment Managers are supported and empowered to develop new client business as the firm works towards its ambitious growth goals.

What you'll do

• Manage a range of advisory and discretionary portfolios - tailoring them to achieve the client's investment objectives
• Maintain and enhance client relationships to the highest possible standard
• Develop client portfolios to meet the client's objectives, determining their suitability, investment performance and tax considerations
• Carry out marketing, business development and networking activities as required by the firm, including pitching documents & presentations, to existing and prospective clients
• Attend and actively contribute to investment and research committee meetings
• Actively contribute towards the firm's long-term strategic goals and objectives

What they're looking for

• Minimum CISI Level 6 or equivalent
• A clear commitment to providing a friendly, client-focused approach
• Someone with an established network of professional contacts
• An ability to see things differently and identify opportunities
• Excellent written and verbal communication skills
• Curious and analytical mindset
• Willingness to use your own initiative and adapt to change