Investment Director
1 month ago
We are seeking an experienced Investment Director to join our team in Liverpool. As a key member of our Wealth Management firm, you will be responsible for managing and advising on discretionary, advisory, managed, and XO client investment portfolios.
Key Responsibilities:
- Managing and advising on existing client portfolios
- Placing deals resulting from portfolio reviews
- Placing option/derivative trades as required
- Developing additional business through existing and new connections
- Working closely with colleagues across the business
Requirements:
- UK Discretionary Investment Manager qualification (Level 6 via 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 highly regarded national Wealth Management firm and contribute to the development of their offices in Liverpool. If you have a solid background in investment management and are looking for a challenging and rewarding role, please apply.
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Investment Director
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