Senior Investment Manager
1 week ago
Investment Director Opportunity
Competitive Salary and Bonus Package
About the Company
Heat Recruitment is partnering with a well-established national Wealth Management firm to find an experienced Investment Manager to join their team in Liverpool.
Role and Responsibilities
You will be responsible for managing and advising on a portfolio of discretionary, advisory, managed, and XO client investment portfolios. This will involve placing deals resulting from portfolio reviews and option/derivative trades as required. As a senior member of the team, you will play a key role in developing the company's brand within the region by acquiring new business and working closely with colleagues across the business.
Key Skills and Qualifications
To be successful in this role, you will have a solid background as a UK Discretionary Investment Manager and be qualified to Level 6 via the Chartered Institute for Securities & Investment (CISI). You will be goal-oriented, result-focused, and have a proven track record of closing new high-end investor business. Exceptional communication skills and a drive to succeed are essential.
What We Offer
The company offers a competitive salary and bonus package, as well as a full benefits package. If you are a motivated and experienced Investment Manager looking to take your career to the next level, please apply for this exciting opportunity.
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