Investment Director

3 weeks ago


Liverpool, Liverpool, United Kingdom Heat Recruitment Full time
Job Opportunity

We are seeking a highly skilled Investment Manager to join our team in Liverpool.

Key Responsibilities:

  • Manage and advise on discretionary, advisory, managed, and XO client investment portfolios.
  • Place deals resulting from portfolio reviews and option/derivative trades as required.
  • Develop additional business through existing and new connections.
  • Work closely with colleagues across the business to further develop the brand.

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 drive to succeed.

About the Role:

This is an exciting opportunity to join a well-established national Wealth Management firm and contribute to the development of their offices in Liverpool.

Contact Information:

Please contact Chris for an initial discussion.


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