Senior Investment Manager / Director - North West
Basic Salary - £115,000 - £150,000 pa
Revenue Share Scheme / 10% - 35% of all client revenue per annum, paid monthly in arrears.
Additional - Benefits + Comms
Company - UK based Independent Stockbroker
Pension Up to 8% matched contributions
Private Medical Insurance & Employee Assistance Programme
25 days Annual Leave + Bank Holidays (with extra holidays available for length of service)
Group Life Assurance (4 x basic salary)
Travel Loans
Annular Group have partnered with a leading UK based Investment Management firm that have a prestigious history as a market leader, and are entering their next phase of growth.
The Role of the Investment Manager
As an Senior Investment Manager, you will be instrumental in crafting, advising, and managing bespoke portfolios aimed at meeting clients’ investment goals within specified timelines. Leveraging your expertise, you will provide innovative and strategic solutions to enhance clients' wealth.
You will inherit an existing portfolio and utilise your comprehensive knowledge of investments and stock markets to expand your client network.
Supported by a dynamic team, you will be empowered to attract new business as part of our ambitious growth strategy.
This is a dynamic role with ample opportunity for professional growth. You'll be part of a collaborative team that values openness, continuous learning, and the sharing of knowledge, always striving to improve our practices.
Duties & Responsibilities as the Investment Portfolio Manager
* Manage a variety of advisory and discretionary portfolios, customising them to meet clients' investment objectives.
* Foster and elevate client relationships to exceptional standards.
* Develop portfolios considering clients' suitability, performance goals, and tax implications.
* Engage in marketing, business development, and networking activities, including preparing and delivering pitches and presentations to prospective and existing clients.
* Participate actively in investment and research committee meetings.
* Contribute to the firm’s long-term strategic goals.
Qualifications & Experience
* Minimum CISI Level 6 or equivalent.
* An existing client network worth circa £50 mil.
* A strong commitment to a friendly, client-focused approach.
* An established network of professional contacts.
* Experience managing an existing client portfolio.
The Company at a further glance
The company's mission is to deliver exceptional personal investment services that enhance clients’ wealth. They pride themselves on fostering a culture of open communication and collaborative working.
If you're looking to embark on the next phase of this exciting journey, then apply with your CV and we will be in touch to discuss the position in further detail.