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Investment Manager - Liverpool
JR United Kingdom
Liverpool
On-site
GBP 80,000
Full time
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Job summary
Join a prestigious national Wealth Management firm as an Investment Manager in Liverpool. This role offers the opportunity to manage an existing portfolio while actively seeking new business. You will leverage your extensive experience and connections to enhance the firm's presence in the region. With a focus on building long-lasting relationships and recognizing investment opportunities, you will play a key role in the firm's growth. This is a fantastic opportunity to thrive in a supportive environment where your expertise will be valued and rewarded.
Qualifications
- Solid background as a UK Discretionary Investment Manager.
- Proven track record in sourcing and closing high-end investor business.
Responsibilities
- Manage and advise on discretionary and advisory investment portfolios.
- Develop the brand and acquire new business through connections.
Skills
Education
Job description
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Heat Recruitment
Liverpool, United Kingdom
Other
Yes
9
18.04.2025
02.06.2025
Investment Director – Liverpool (existing book)
Basic to £80,000 plus bonus and full package
- A long established and highly regarded national Wealth Management firm are looking for an additional Investment Manager to continue the development of their offices in Liverpool.
- You will be responsible for managing and advising on an existing book of discretionary, advisory, managed and XO client investment portfolios.
- As a senior member of an already well established high end team, you will play an important part in further developing the brand within the region by acquiring additional business from your own existing and new connections as well as working closely with your colleagues across the business.
- You will have a genuine interest in all aspects of the investment industry, the ability to build and maintain long lasting and profitable relationships, and recognize new opportunities as and when they arise.
- You will have a solid background as a UK Discretionary Investment Manager.
- YOU ABSOLUTELY MUST BE QUALIFIED TO LEVEL 6 VIA THE CISI.
- You will have a demonstrable track record sourcing and closing new high end investor business.
- Exceptional communication skills and the drive to succeed are prerequisites.
- Whilst there is an existing book of clients, you will still be expected to develop additional business from your own private client and professional intermediary connections.
Contact Chris for an initial discussion on 07784 945190, email [emailprotected] or reply directly via this posting.
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