Investment Risk Manager
7 hours ago
Salary: £27,000, Location: Liverpool
About the RoleWe 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- Draft About Your Investment Mandates (AYIM) documents based on client information.
- Manage multiple projects and prioritize tasks according to team needs.
- Maintain high standards in central processes and update reporting systems.
- Support Investment Management teams in developing a strong suitability quality culture.
- Collaborate with the Suitability Manager to address process gaps.
- Proficient in Excel and Office suites.
- Excellent written communication skills.
- Able to explain complex issues clearly.
- Strong relationship management and collaboration skills.
- Self-motivated with the ability to manage deadlines and adapt to changing priorities.
- Experience in financial services is preferred.
- Knowledge of the regulatory environment.
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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