Senior Portfolio Strategist
2 days ago
About the Role: We are seeking an experienced Investment Director to lead our Wealth Management team in Liverpool, focusing on managing existing client portfolios and expanding our business through strategic relationships and opportunities.
Key Responsibilities:
- Oversee and advise on discretionary, advisory, managed, and XO client investment portfolios to drive growth and optimize returns.
- Execute trades resulting from portfolio reviews and option/derivative transactions, ensuring timely execution and effective risk management.
- Develop a strong regional presence by acquiring new business and collaborating with colleagues to achieve shared goals.
Candidate Requirements:
- Proven track record as a UK Discretionary Investment Manager, preferably at a senior level.
- Hold a Level 6 qualification via the Chartered Institute for Securities & Investment (CISI).
- Demonstrate exceptional communication skills, a goal-oriented approach, and a results-driven mindset.
- Exhibit a clear ability to close high-end investor deals and expand our customer base.
Estimated Salary Range: £80,000 - £120,000 per annum, depending on experience. This figure is based on industry standards and location factors.
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