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Private client investment director - liverpool

Liverpool (Merseyside)
Permanent
Investment director
Posted: 6h ago
Offer description

Fram is working with a leading national wealth management firm who are looking to engage with senior private client investment professionals in the Liverpool region. The role sits at director level and is aligned with the firm’s continued focus on high-quality private client relationships and long-term growth within its discretionary investment business. The position involves responsibility for advising and managing private clients with complex investment needs, alongside contributing to the development of new relationships over time. The firm is particularly interested in individuals who have built and sustained a substantial client base and who are recognised for consistently strong performance. The role combines client stewardship and ongoing business development within a well-established national platform. This may appeal to an experienced investment manager who values autonomy and commercial responsibility, while operating within a professionally resourced environment. The firm’s proposition suits individuals who are driven, relationship-led, and comfortable maintaining momentum in a competitive private client market. The emphasis is on quality, longevity of client relationships, and alignment between adviser and business. We are keen to speak with senior investment professionals who have a strong private client track record, demonstrable success in winning and retaining client relationships, and an appetite to continue building their profile within a leading wealth management group. The role would suit someone operating at the top end of the market who is thoughtful about their next phase of growth. Applicants must have the right to work in the UK.

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