Director of Investment Services

3 days ago


Liverpool, Liverpool, United Kingdom Heat Recruitment Full time

A leading Wealth Management firm is seeking an experienced Investment Manager to join their high-end team in Liverpool.

The successful candidate will be responsible for:

  1. Managing a book of discretionary, advisory, managed and XO client investment portfolios
  2. Developing new business opportunities
  3. Building long-lasting relationships with clients

Requirements include:

  • Strong background in investment management
  • Ability to communicate effectively
  • Demonstrable track record in closing new business

Salary: circa £80,000 per annum plus bonus and full benefits


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