Senior Investment Manager

2 months ago


Liverpool, Liverpool, United Kingdom Heat Recruitment Full time

Job Summary

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

Key Responsibilities

  • Managing and advising on a portfolio of client investment portfolios
  • Placing deals resulting from portfolio reviews and placing option/derivative trades as and when required
  • Developing and maintaining long-lasting and profitable relationships with clients
  • Identifying new business opportunities and acquiring additional business from existing and new connections
  • Working closely with colleagues across the business to further develop the brand within the region

Requirements

  • UK Discretionary Investment Manager qualification via the 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
  • A genuine interest in all aspects of the investment industry

About Us

Heat Recruitment is a leading recruitment agency specializing in the financial services sector. We are committed to providing exceptional service to our clients and candidates, and we are excited to offer this opportunity to a highly skilled and experienced Investment Manager.



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