Investment Risk Manager

7 hours ago


Liverpool, Liverpool, United Kingdom Search Full time
Investment Risk Manager Job Description

Salary: £27,000, Location: Liverpool

About the Role

We are seeking a skilled Investment Risk Manager to join our team in Liverpool. As an Investment Risk Manager, you will play a key role in ensuring the high-quality of Client Summaries and managing key suitability procedures.

Responsibilities
  1. Draft About Your Investment Mandates (AYIM) documents based on client information.
  2. Manage multiple projects and prioritize tasks according to team needs.
  3. Maintain high standards in central processes and update reporting systems.
  4. Support Investment Management teams in developing a strong suitability quality culture.
  5. Collaborate with the Suitability Manager to address process gaps.
Requirements
  1. Proficient in Excel and Office suites.
  2. Excellent written communication skills.
  3. Able to explain complex issues clearly.
  4. Strong relationship management and collaboration skills.
  5. Self-motivated with the ability to manage deadlines and adapt to changing priorities.
  6. Experience in financial services is preferred.
  7. Knowledge of the regulatory environment.
What We Offer

We strive to be an employer of choice in the wealth management sector by fostering a diverse, equal, and inclusive workplace. We value the unique strengths of all our colleagues and encourage applications from all backgrounds.



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