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Investment Management Professional

1 month ago

Liverpool, Liverpool, United Kingdom Heat Recruitment Full time £80,000

Investment Director – Liverpool

**Company Overview**

Heat Recruitment is seeking an experienced Investment Manager to join their team in Liverpool. The successful candidate will be responsible for managing and advising on a book of discretionary, advisory, managed, and XO client investment portfolios.

**Key Responsibilities**

• Managing and advising on a book of 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-oriented and result-focused with a demonstrable track record in closing new high-end investor business
• Exceptional communication skills and the drive to succeed

**How to Apply**

If you are a motivated and experienced Investment Manager looking for a new challenge, please contact Chris at Heat Recruitment for an initial discussion.