Back to search
Are you an experienced Investment Manager looking for a new opportunity in Liverpool? NJR Recruitment is currently seeking a talented professional to join a well-established investment management firm.
What’s on Offer?
- Competitive salary package depending on experience
- Excellent Bonus structure
- Enhanced Pension scheme
- Privat medical insurance
- Hybrid working
- Enhanced Family Leave
- Death In Service CoverCareer growth opportunities in a leading firmA dynamic and supportive team environment
Role Overview:
As an Investment Manager, you will be responsible for advising and managing individually tailored portfolios designed to enhance client wealth. You’ll work closely with clients, providing expert advice while developing and growing your client base.
Key Responsibilities:
- Manage advisory and discretionary portfolios, ensuring alignment with client investment objectives.
- Maintain and build strong client relationships through regular meetings and updates.
- Carry out business development activities, including networking and pitching to prospective clients.
- Conduct investment research, market analysis, and contribute to committee discussions.
- Ensure compliance with FCA regulations and uphold the firm’s professional standards.
What We’re Looking For:
Qualifications: CISI Level 6 or 7 Chartered Wealth Manager qualification.Experience: Previous responsibility for managing a client book within an investment/stockbroking environment.Skills: Strong knowledge of investments and stock markets, excellent client communication, and the ability to analyse complex financial data.
If you are ready to take the next step in your career, we would love to hear from you! Apply today or contact NJR Recruitment for more details quoting NJR15512
