Location

Liverpool

Contract

Permanent

Working pattern

Hybrid

About the Role

To develop investment business and ensure good client outcomes by building strong relationships, managing client portfolios and contributing to the growth of the firm. The role involves leading client relationships, delivering excellent service, and actively participating in business development, mentoring, and internal initiatives. It marks progression from the Associate role, with increased autonomy, strategic input, and commercial awareness and impact.

What you’ll be responsible for

Client Service & Investment Management

• Take responsibility to seek excellent client outcomes through proactive service, management of portfolios, and suitability oversight.
• Lead client relationships and ensure timely, high-quality interactions, communication and documentation.
• Collaborate with internal and exter...