Charity Investment Manager
1 month ago
Our client, a leading investment firm, is seeking an experienced Investment Manager to join their team in Liverpool. As an Investment Manager, you will be responsible for creating and managing individually tailored portfolios that meet the client's investment objectives.
Key Responsibilities:
- Manage a range of advisory and discretionary portfolios, tailoring them to achieve the client's investment objectives
- Maintain and enhance client relationships to the highest possible standard
- Develop client portfolios to meet the client's objectives, determining their suitability, investment performance, and tax considerations
- Carry out marketing, business development, and networking activities as required by the firm, including pitching documents and presentations
- Attend and actively contribute to investment and research committee meetings
- Actively contribute towards the firm's long-term strategic goals and objectives
Requirements:
- Ideally CISI Level 6 or equivalent
- A clear commitment to providing a friendly, client-focused approach
- Someone with an established network of professional contacts
- An ability to see things differently and identify opportunities
- Excellent written and verbal communication skills
- Curious and analytical mindset
- Willingness to use your own initiative and adapt to change
- Experience of handling an existing client book
About IDEX Consulting:
IDEX Consulting is a leading consulting firm that strives for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We are committed to driving conscious inclusion across our business and creating equitable pathways.
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Charity Investment Manager
3 weeks ago
Liverpool, Liverpool, United Kingdom IDEX Consulting Full timeInvestment Manager OpportunityOur client, a leading financial services firm, is seeking an experienced Investment Manager to join their team in Liverpool. As an Investment Manager, you will be responsible for creating and managing tailored investment portfolios that meet the needs of their clients.Key Responsibilities:Develop and implement investment...
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Charity Investment Manager
3 weeks ago
Liverpool, Liverpool, United Kingdom IDEX Consulting Full timeInvestment Manager OpportunityOur client, a leading financial services firm, is seeking an experienced Investment Manager to join their team in Liverpool. As an Investment Manager, you will be responsible for creating and managing tailored investment portfolios that meet the needs of their clients.Key Responsibilities:Develop and implement investment...
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Charity Investment Manager
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