Investment Manager, Director

3 weeks ago


Glasgow, United Kingdom Synchronicity Group Full time
Our client, a national wealth management firm, is seeking an experienced, qualified Investment Manager to join their highly successful Glasgow team.

You will be responsible for maintaining and developing an existing client base as well as further increasing business with the generation of new clients, so previous relationship management and BD experience is required.

You will provide personalised investment advice and portfolio management to clients, working in partnership with Financial Planning colleagues to develop relationships.

Skills and Qualifications
Level 6 or above qualified Investment Manager (aspiring for Level 7)Experience of managing client investment portfolios and delivering investment advice, including experience of remodelling newly acquired portfoliosKnowledge of Financial Planning and client advice, plus knowledge of complex and higher risk advice areas.In-depth understanding of financial markets/risk management techniques/regulatory requirement.Experience of leading pitches and winnning new business
This is a hybrid role with typically 3 days a week in the office.

An excellent bonus scheme is on offer, directly related to revenue generated as well as discretionary general performance.


  • Glasgow, Glasgow City, United Kingdom Synchronicity Group Full time

    Our client, a national wealth management firm, is seeking an experienced, qualified Investment Manager to join their highly successful Glasgow team. You will be responsible for maintaining and developing an existing client base as well as further increasing business with the generation of new clients, so previous relationship management and BD experience is...

  • Finance Director

    1 week ago


    Glasgow, United Kingdom Lusona LLP Full time

    Lusona is working exclusively with a leading engineering firm poised for significant growth, backed by a prestigious private equity firm. Our client is searching for a driven and accomplished Finance Director to join their senior leadership team and play a pivotal role in their exciting future. Partner with the CEO and leadership team to develop and execute...

  • Investment Banking

    7 days ago


    Glasgow, United Kingdom Lusona Consultancy Full time

    Applications will be considered either from qualified Solicitors or Paralegals/Legal Analysts with experience in negotiating commercial agreements. Specific experience in dealing with master agreements, ISDA agreements, financial services, investment banking, asset management, commercial contracts, banking or corporate would all be considered and training...


  • Glasgow, United Kingdom Meraki Talent Full time

    Investment Change Manager (Transformation) Excellent salary plus bonus and benefits FTC until Dec 2025 (Salaried) Glasgow (Hybrid, 2/3 days per week in office) Posted Wed 02 May 24 CVs ASAP Start date Jun – Aug 24   Meraki Talent’s investment client is actively looking for an Investment Change Manager (Transformation) to deliver a variety of...


  • Glasgow, United Kingdom Meraki Talent Ltd Full time

    Investment Change Manager (Transformation) Excellent salary plus bonus and benefits FTC until Dec 2025 (Salaried) Glasgow (Hybrid, 2/3 days per week in office) Posted Wed 02 May 24 CVs ASAP Start date Jun – Aug 24 Meraki Talent’s investment client is actively looking for an Investment Change Manager (Transformation) to deliver a variety of projects...


  • Glasgow, United Kingdom Meraki Talent Ltd Full time

    Investment Change Manager (Transformation) Excellent salary plus bonus and benefits FTC until Dec 2025 (Salaried) Glasgow (Hybrid, 2/3 days per week in office) Posted Wed 02 May 24 CVs ASAP Start date Jun – Aug 24 Meraki Talent’s investment client is actively looking for an Investment Change Manager (Transformation) to deliver a variety of projects...


  • Glasgow, United Kingdom Meraki Talent Ltd Full time

    Investment Change Manager (Transformation)Excellent salary plus bonus and benefitsFTC until Dec 2025 (Salaried)Glasgow (Hybrid, 2/3 days per week in office)Posted Wed 02 May 24CVs ASAPStart date Jun – Aug 24Meraki Talent’s investment client is actively looking for an Investment Change Manager (Transformation) to deliver a variety of projects and change...


  • Glasgow, United Kingdom Meraki Talent Ltd Full time

    Job DescriptionInvestment Change Manager (Transformation)Excellent salary plus bonus and benefitsFTC until Dec 2025 (Salaried)Glasgow (Hybrid, 2/3 days per week in office)Posted Wed 02 May 24CVs ASAPStart date Jun – Aug 24Meraki Talent’s investment client is actively looking for an Investment Change Manager (Transformation) to deliver a variety of...


  • Glasgow, United Kingdom Meraki Talent Ltd Full time

    Investment Change Manager (Transformation)Excellent salary plus bonus and benefitsFTC until Dec 2025 (Salaried)Glasgow (Hybrid, 2/3 days per week in office)Posted Wed 02 May 24CVs ASAPStart date Jun – Aug 24Meraki Talent’s investment client is actively looking for an Investment Change Manager (Transformation) to deliver a variety of projects and change...


  • Glasgow, United Kingdom Meraki Talent Ltd Full time

    Investment Change Manager (Transformation)Excellent salary plus bonus and benefitsFTC until Dec 2025 (Salaried)Glasgow (Hybrid, 2/3 days per week in office)Posted Wed 02 May 24CVs ASAPStart date Jun – Aug 24Meraki Talent’s investment client is actively looking for an Investment Change Manager (Transformation) to deliver a variety of projects and change...


  • Glasgow, United Kingdom Meraki Talent Ltd Full time

    Job Description Investment Change Manager (Transformation) Excellent salary plus bonus and benefits FTC until Dec 2025 (Salaried) Glasgow (Hybrid, 2/3 days per week in office) Posted Wed 02 May 24 CVs ASAP Start date Jun – Aug 24 Meraki Talent’s investment client is actively looking for an Investment Change Manager (Transformation) to deliver a...


  • Glasgow, United Kingdom Meraki Talent Ltd Full time

    Investment Change Manager (Transformation) Excellent salary plus bonus and benefits FTC until Dec 2025 (Salaried) Glasgow (Hybrid, 2/3 days per week in office) Posted Wed 02 May 24 CVs ASAP Start date Jun – Aug 24 Meraki Talent’s investment client is actively looking for an Investment Change Manager (Transformation) to deliver a variety of projects and...


  • Glasgow, United Kingdom Meraki Talent Ltd Full time

    Investment Change Manager (Transformation)Excellent salary plus bonus and benefitsFTC until Dec 2025 (Salaried)Glasgow (Hybrid, 2/3 days per week in office)Posted Wed 02 May 24CVs ASAPStart date Jun – Aug 24Meraki Talent’s investment client is actively looking for an Investment Change Manager (Transformation) to deliver a variety of projects and change...

  • Finance Director

    2 weeks ago


    Glasgow, United Kingdom Lusona LLP Full time

    Lusona is working exclusively with a leading engineering firm poised for significant growth, backed by a prestigious private equity firm. Our client is searching for a driven and accomplished Finance Director to join their senior leadership team and play a pivotal role in their exciting future.

  • Investment Manager

    4 weeks ago


    Glasgow, United Kingdom SJC Full time

    SJC Partners is currently managing the recruitment process on behalf of a highly regarded mid-market private equity business, which has just gone through a second fund raise, seeking to hire an Investment Manager. This position represents a rare opportunity for a Transaction Services or Corporate restructuring professional to enter private equity at a...


  • Glasgow, United Kingdom Anderson Knight Full time

    Anderson Knight is recruiting for an Investment Administrator for a elite financial firm based in the vibrant heart of Glasgow City Centre. This role requires you to provide a first-class suitability advice and processing service for Investment Teams. 35 hours per week 9am till 5pm. Hybrid working - 3 days in the office and 2 days at home. **Main duties...


  • Glasgow, United Kingdom Eden Scott Full time

    A truly unique Paraplanning position has arisen in the heart of Glasgow with our client, a leading Investment Manager. In the role you will be heavily involved in the full financial planning process - attending meetings, writing very complex reports and undertaking extensive analysis following reviews and acting as next in line when the adviser is not...


  • Glasgow, United Kingdom Eden Scott Full time

    A truly unique Paraplanning position has arisen in the heart of Glasgow with our client, a leading Investment Manager. They seek a highly qualified, professional and experienced Paraplanner to support their advisers and work in partnership with them due to further growth. In the role you will be heavily involved in the full financial planning process -...


  • Glasgow, United Kingdom TheCarCrowd Full time

    Location: Remote (UK hours) Time: 1-3 days per month Salary: Competitive day rate TheCarCrowd TheCarCrowd is the leading modern classic car investment firm in Europe, with more than 30 cars acquired, fractionalised and managed on behalf of its investors since 2020. We are FCA regulated via a appointed representation and our assets have generated returns...


  • Glasgow, United Kingdom Venari Finance Full time

    Venari Finance are delighted to be retained by Principal Building Ltd in East Kilbride to recruit a newly created Finance Director role for the business. Principal Building Ltd is a main contractor working across Scotland. Their services include new builds, interior fit out and refurbishments of a wide range of property types. Principal Building is...