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Senior Investment Manager
1 month ago
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.