Investment Manager

My client is currently looking for an experience Investment Manager to join their team in Liverpool to help grow and service an existing book of 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 utilise your skills and knowledge to provide creative and intelligent solutions to client issues and ensure that they meet their goal of enhancing our clients' wealth.

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.

This isn't a static or siloed role - this is a role that will develop with you, with support to further grow your skills and understanding as part of a wider team that are open and honest, sharing knowledge and developing each other and always looking to improve the way they work.

In this role, you'll:

• 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

• Ideally 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
• Experience of handling an existing client book

For more information please contact Graeme Hyland on 07896 933622 or email graeme.hyland@idexconsulting.com

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