Senior Investment Portfolio Manager
4 weeks ago
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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