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 discretionary, advisory and managed investment portfolios.
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 discretionary investment business, both direct with private clients and via professional intermediaries.
Exceptional communication skills and the drive to succeed are prerequisites.
An existing book of business, to some degree, is essential as will existing private client and intermediary connections from which to leverage new business.
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