Senior Investment Portfolio Manager

4 weeks ago


Liverpool, Liverpool, United Kingdom Heat Recruitment Full time

Job Title: Senior Investment Portfolio Manager

Job Summary:

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

Key Responsibilities:

  • Managing and advising on existing and new discretionary, advisory, managed, and XO client investment portfolios
  • Placing deals resulting from portfolio reviews and placing option/derivative trades as and when required
  • Developing additional business through existing and new connections
  • Working 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 CISI
  • Goal orientated 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:

We are a long established and highly regarded national Wealth Management firm looking for an additional Investment Manager to continue the development of our offices in Liverpool.



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