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Investment Manager

  • Salary: £50000 - £60000 per annum
  • Location: Liverpool, Merseyside
  • Sector: Investment Management
  • Job type: Permanent
  • Date posted:
    06 May 2020
  • Job reference: 34187

It's not often roles like this come about, but when they do they are in demand and this business is fully set up to interview via video technology and onboard someone virtually.

Working in the Liverpool office you will be responsible managing investment portfolios for advisory and discretionary clients.

There is a small book of business for the right person to inherit, with a view someone will build this out and make the book their own.

You'll be building relationships and managing key clients, some of which helped build the office.
You'll be in a small, well established team who pride themselves on collaboration. They work together to give the best possible client service.

So what about you?

You'll have a well-established network and will be currently managing private clients from within it.

They're not looking for someone to transfer huge numbers, but someone who is confident in making a significant contribution to the growth of the office by carrying out marketing, business development, networking activities and identifying other development opportunities.

You'll have great people skills and will be comfortable dealing with senior, wealth individuals.

Visit the IDEX Consulting Ltd website for further opportunities. We value diversity and always provide guidance based on merit. Please note that the information supplied may be retained for up to 3 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

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