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- Tasks: Manage and advise on investment portfolios while developing new business connections.
- Company: Join a respected national Wealth Management firm with a strong reputation.
- Benefits: Enjoy a competitive salary up to £80,000 plus bonuses and a full benefits package.
- Why this job: Be part of a high-end team and make a real impact in the investment industry.
- Qualifications: Must be a qualified UK Discretionary Investment Manager with Level 6 CISI certification.
- Other info: Contact Chris for an initial discussion about this exciting opportunity.
The predicted salary is between 48000 - 64000 £ per year.
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, placing deals resulting from portfolio reviews and placing option/derivative trades as and when required. 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 and ABSOLUTELY MUST BE QUALIFIED TO LEVEL 6 VIA THE CISI. You will be goal orientated and result focused and have a demonstrable track record in closing new high end investor business. Exceptional communication skills and the drive to succeed are prerequisites. Whilst there is an existing book of business you will still be expected to develop additional business.
Contact Chris for an initial discussion on 07784 945190, email or reply directly via this posting.
Investment Manager - Liverpool employer: Heat Recruitment
Contact Detail:
Heat Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Manager - Liverpool
✨Tip Number 1
Network actively within the investment community in Liverpool. Attend local finance events, seminars, and workshops to meet potential clients and industry peers. Building relationships in person can significantly enhance your chances of landing this role.
✨Tip Number 2
Leverage your existing connections to gather insights about the firm and its culture. Reach out to current or former employees on LinkedIn to understand what they value in an Investment Manager and how you can align with those expectations.
✨Tip Number 3
Stay updated on market trends and investment strategies relevant to the UK discretionary investment landscape. Being well-informed will not only help you in interviews but also demonstrate your genuine interest in the investment industry.
✨Tip Number 4
Prepare to discuss specific examples of how you've successfully closed high-end investor business in the past. Highlighting your track record will showcase your capability and fit for the role, making you a more attractive candidate.
We think you need these skills to ace Investment Manager - Liverpool
Some tips for your application 🫡
Understand the Role: Make sure to thoroughly read the job description for the Investment Manager position. Understand the responsibilities, required qualifications, and the skills needed to excel in this role.
Highlight Relevant Experience: In your CV and cover letter, emphasize your experience as a UK Discretionary Investment Manager. Provide specific examples of how you've successfully managed investment portfolios and built client relationships.
Showcase Your Qualifications: Clearly state your Level 6 qualification via the CISI in your application. This is a crucial requirement, so make it prominent in your CV and cover letter.
Tailor Your Application: Customize your application materials to reflect the values and goals of the Wealth Management firm. Mention your interest in developing the brand within the Liverpool region and your ability to acquire new business.
How to prepare for a job interview at Heat Recruitment
✨Showcase Your Investment Knowledge
Make sure to demonstrate your deep understanding of the investment industry. Be prepared to discuss recent market trends, investment strategies, and how they can impact client portfolios.
✨Highlight Relationship-Building Skills
Since the role emphasizes building long-lasting relationships, share specific examples of how you've successfully developed and maintained client relationships in the past.
✨Prepare for Technical Questions
Expect questions related to discretionary and advisory investment management. Brush up on your knowledge of option/derivative trades and be ready to explain your decision-making process.
✨Demonstrate Your Goal Orientation
Be ready to discuss your track record in closing high-end investor business. Use quantifiable achievements to illustrate your results-focused approach and how you plan to continue this success.
