My client is an established national Investment Management business. They are currently looking for an experienced Investment Manager in Liverpool to look after a large book of existing clients.
As an Investment Manager, you will be responsible for creating, advising, and managing individually tailored portfolios that are designed to achieve your client's investment objectives within the agreed timescales.
You will be trusted to handle an existing book of business and to use your detailed knowledge of all aspects of investments and stock markets to develop and expand your existing client network. All of their Investment Managers are supported and empowered to develop new client business as the firm works towards its ambitious growth goals.
What you'll do
- Manage a range of advisory and discretionary portfolios - tailoring them to achieve the client's investment objectives
- Maintain and enhance client relationships to the highest possible standard
- Develop client portfolios to meet the client's objectives, determining their suitability, investment performance and tax considerations
- Carry out marketing, business development and networking activities as required by the firm, including pitching documents & presentations, to existing and prospective clients
- Attend and actively contribute to investment and research committee meetings
- Actively contribute towards the firm's long-term strategic goals and objectives
What they're looking for
- Minimum CISI Level 6 or equivalent
- A clear commitment to providing a friendly, client-focused approach
- Someone with an established network of professional contacts
- An ability to see things differently and identify opportunities
- Excellent written and verbal communication skills
- Curious and analytical mindset
- Willingness to use your own initiative and adapt to change
For more information please contact Graeme Hyland on or email
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