Portfolio Manager

2 weeks ago


Liverpool, Liverpool, United Kingdom Heat Recruitment Full time
Job Title: Investment Manager

About the Role:
We are seeking a skilled Investment Manager to join our team at Heat Recruitment. The successful candidate will be responsible for managing and advising on discretionary, advisory, managed, and XO client investment portfolios. This is a fantastic opportunity to develop your career in the investment industry and work with a well-established and highly regarded national Wealth Management firm.

Key Responsibilities:
- Manage and advise on existing client portfolios
- Place deals resulting from portfolio reviews
- Acquire additional business through existing and new connections
- Work closely with colleagues across the business

Requirements:
- A solid background as a UK Discretionary Investment Manager
- Qualified to Level 6 via the CISI
- Goal-oriented and result-focused
- Exceptional communication skills

How to Apply:
Contact Chris for an initial discussion.
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