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Investment Manager

2 months ago

Liverpool, Liverpool, United Kingdom Heat Recruitment Full time

Job Opportunity: Investment Manager

Company Overview

Heat Recruitment is seeking a highly skilled Investment Manager to join our team. As a leading recruitment agency, we specialize in placing top talent in the financial industry.

Job Summary

We are looking for a seasoned Investment Manager to manage and advise on existing client portfolios, identify new business opportunities, and develop relationships with key stakeholders. The ideal candidate will have a strong background in discretionary investment management, excellent communication skills, and a proven track record of closing high-end investor business.

Key Responsibilities

  • Manage and advise on existing client portfolios, including discretionary, advisory, managed, and XO client investment portfolios.
  • Identify new business opportunities and develop relationships with key stakeholders.
  • Place deals resulting from portfolio reviews and option/derivative trades as required.
  • Work closely with colleagues across the business to develop the brand and acquire new business.

Requirements

The successful candidate will have:

A solid background in UK discretionary investment management.Qualification to Level 6 via the Chartered Institute for Securities & Investment (CISI).Exceptional communication skills and the drive to succeed.A demonstrable track record in closing new high-end investor business.

What We Offer

As a valued member of our team, you will have the opportunity to work with a leading recruitment agency, specializing in the financial industry. We offer a competitive salary and benefits package, as well as opportunities for professional growth and development.