Investment Manager

2 weeks ago


Liverpool, Liverpool, United Kingdom IDEX Consulting Full time

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

For more information please contact Graeme Hyland on or email

Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

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