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Senior Investment Manager

2 months ago

Liverpool, Liverpool, United Kingdom Heat Recruitment Full time

Job Title: Investment Manager

Job Summary:

We are seeking an experienced Investment Manager to join our team at Heat Recruitment. As an Investment Manager, you will be responsible for managing and advising on a portfolio of discretionary, advisory, managed, and XO client investment portfolios.

Key Responsibilities:

  • Manage and advise on a portfolio of discretionary, advisory, managed, and XO client investment portfolios
  • Place deals resulting from portfolio reviews and place option/derivative trades as and when required
  • Develop and maintain long-lasting and profitable relationships with clients
  • Recognize new opportunities and take a proactive approach to business development
  • Work closely with colleagues across the business to further develop the brand within the region

Requirements:

  • Solid background as a UK Discretionary Investment Manager
  • Qualified to Level 6 via the Chartered Institute for Securities & Investment (CISI)
  • Goal-oriented and result-focused with a demonstrable track record in closing new high-end investor business
  • Exceptional communication skills and the drive to succeed

About Us:

Heat Recruitment is a leading recruitment agency specializing in the financial services sector. We are committed to providing exceptional service and support to our clients and candidates.