Portfolio Manager

  • Location:

    Liverpool, Merseyside

  • Sector:

    Financial Services

  • Job type:


  • Salary:


  • Contact:

    Chris Smith

  • Contact email:


  • Job ref:


  • Published:

    6 months ago

  • Expiry date:


Investment Manager - Liverpool Basic to £60,000 plus benefits

A fantastic opportunity to be part of a well established forward thinking investment company, who are looking to further develop their business in the North West.

The role:
You will be responsible for providing investment advice and management services to customers following a full assessment of their individual objectives. You will have a detailed and thorough understanding of the market and be able to communicate that effectively to all clients. You will be responsible for developing long lasting relationships with customers through ongoing management of discretionary investment portfolios and excel at building and maintaining relationships with internal teams such as marketing in order to maximise all opportunities to win new business.

You will have experience of discretionary and advisory portfolio investment management and must hold the relevant level 6 CISI qualification. A consultative approach to business coupled with a desire to provide an exemplary level of service at all times is paramount as is the ability to maintain the correct levels of profitability for both the business an the individual.

For an initial discussion please contact Chris Smith at Search in Leeds, email chris.smith@search.co.uk or respond to this posting.

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.