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Senior Investment Manager

1 month ago


Liverpool, Liverpool, United Kingdom Heat Recruitment Full time £80,000
Job Title: Senior Investment Manager - Liverpool

Job Summary: We are seeking a highly skilled Senior Investment Manager to join our team in Liverpool. As a key member of our Wealth Management team, you will be responsible for managing and advising on discretionary, advisory, managed, and XO client investment portfolios.

Key Responsibilities:

* Manage and advise on existing client portfolios
* Place deals resulting from portfolio reviews
* Place option/derivative trades as required
* Develop additional business through existing and new connections

Requirements:

* Solid background as a UK Discretionary Investment Manager
* Qualified to Level 6 via the CISI
* Goal-oriented and result-focused
* Exceptional communication skills
* Ability to build and maintain long-lasting relationships

About Us: We are a highly regarded national Wealth Management firm with a long history of success. We offer a full package and bonus opportunities for the right candidate.

Contact: For an initial discussion, please contact Chris at Heat Recruitment.