Overview
Investment Manager – Liverpool
A long established and highly regarded national Wealth Management firm is 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.
Contact
Contact Chris for an initial discussion on 07784 945190, email chris.smith@weareedenrose.com or reply directly via this posting.
Seniorities
Employment type
Job function
- Consulting, Business Development, and Finance
Industries
- Investment Management, Investment Advice, and Financial Services
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