Investment Manager - Liverpool

Investment Director – Liverpool (existing book)

Basic to £80,000 plus bonus and full package

Company

• A long established and highly regarded national Wealth Management firm are looking for an additional Investment Manager to continue the development of their offices in Liverpool.

Role

• You will be responsible for managing and advising on an existing book of discretionary, advisory, managed and XO client investment portfolios
• As a senior member of an already well established high end team you will play an important part in further developing the brand within the region by acquiring additional business from your own existing and new connections as well as working closely with your colleagues across the business.
• You will have a genuine interest in all aspects of the investment industry, the ability to build and maintain long lasting and profitable relationships and recognise new opportunities as and when they arise.

Candidate

• You will have a solid background as a UK Discretionary Investment Manager
• YOU ABSOLUTELY MUST BE QUALIFIED TO LEVEL 6 VIA THE CISI.
• You will have a demonstrable track record sourcing and closing new high end investor business.
• Exceptional communication skills and the drive to succeed are prerequisites.
• Whilst there is an existing book of clients you will still be expected to develop additional business from your own private client and professional intermediary connections.

Contact Chris for an initial discussion on 07784 945190, email chris.smith@heatuk.com or reply directly via this posting.