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- Tasks: Manage and advise on high-end investment portfolios while developing new business connections.
- Company: Join a respected national Wealth Management firm with a strong reputation in the industry.
- Benefits: Enjoy a competitive salary, bonus potential, and a comprehensive benefits package.
- Why this job: Be part of a dynamic team, enhance your career, and make a real impact in the investment sector.
- Qualifications: Must be a qualified UK Discretionary Investment Manager with Level 6 CISI certification.
- Other info: Contact Chris for more details or to discuss this exciting opportunity.
The predicted salary is between 48000 - 64000 £ per year.
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.
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.
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.
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, which can help you tailor your approach during interviews.
✨Tip Number 3
Stay updated on market trends and investment strategies relevant to the UK market. Being knowledgeable about current events and demonstrating your expertise during discussions can set you apart from other candidates.
✨Tip Number 4
Prepare to discuss your track record in detail. Be ready to share specific examples of how you've successfully sourced and closed high-end investor business, as this will be crucial in showcasing your suitability for the role.
We think you need these skills to ace Investment Manager - Liverpool
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a UK Discretionary Investment Manager. Emphasise your qualifications, particularly your Level 6 CISI certification, and showcase your track record in sourcing and closing high-end investor business.
Craft a Compelling Cover Letter: Write a cover letter that not only outlines your relevant experience but also demonstrates your genuine interest in the investment industry. Mention how you can contribute to the firm's growth in Liverpool and your ability to build long-lasting relationships.
Showcase Communication Skills: In both your CV and cover letter, highlight your exceptional communication skills. Provide examples of how you've successfully communicated with clients and colleagues, as this is crucial for the role.
Follow Application Instructions: Ensure you follow the application instructions carefully. If the job posting mentions contacting Chris for an initial discussion, consider doing so to express your interest and ask any questions before submitting your application.
How to prepare for a job interview at Heat Recruitment
✨Showcase Your Investment Knowledge
Make sure to brush up on the latest trends and developments in the investment industry. Being able to discuss recent market movements or regulatory changes will demonstrate your genuine interest and expertise.
✨Highlight Relationship-Building Skills
Prepare examples of how you've successfully built and maintained client relationships in the past. This role requires strong interpersonal skills, so be ready to share specific instances where you’ve turned connections into profitable partnerships.
✨Demonstrate Your Track Record
Be prepared to discuss your previous successes in sourcing and closing high-end investor business. Use quantifiable achievements to illustrate your capabilities and show how you can contribute to the firm's growth.
✨Ask Insightful Questions
Prepare thoughtful questions about the company's strategy and future plans in Liverpool. This shows your interest in the role and helps you assess if the company aligns with your career goals.
