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Walter Scott Client Investment Manager

2 months ago


Edinburgh, United Kingdom BNY Full time
Overview
The successful candidate will join the Client Investment Management team in Edinburgh that support the firm's Distribution Partners which are in Australia, Japan, Asia Pacific, the Middle East, the UK, Europe, the US and Canada.
The role requires specialist knowledge of global equity investing, a detailed understanding and affinity to Walter Scott's investment approach, and the aptitude to clearly articulate portfolio performance, activity and positioning.
The successful candidate will possess strong presentational skills and the ability to interact confidently with wide variety of client types, from institutional to intermediary. There will be the requirement for global travel, and to represent the firm in a range of different forums. There will be the occasional participation in panel sessions, podcasts, videos, and such like. There will also be the requirement to engage in business development initiatives, often in conjunction with representatives of our Distribution Partners.
Candidates must have sound inter-personal skills, and be able to show evidence of working effectively in a team-based environment.
Responsibilities include:-
  • To support the business by contributing to client service, consultant relations and business development.
  • To work with key stakeholders to improve the overall client service offering /client experience thus building trust, deepening relationships and encouraging client retention.
  • To co-ordinate and or contribute to various activities and initiatives within the client service team that ultimately improve the quality and efficiency of our client service delivery
Core Competencies for this role:-
  • Results - Action; Accountability; Execution
  • People: Collaboration; Feedback; Communication ; Attracts, Develops and Motivates Talent
  • Thought: Business Insight; Client Focus; Innovates; Manages Complexity
  • Self: Self-awareness; Adapts to Change
Academic/Professional Qualifications (or equivalent):
  • University degree or equivalent (preferred)
  • MC - (preferred) or Chartered Status - CFA (not essential)
Role Location
Edinburgh
Application
To ensure a fair and inclusive interview process, we encourage all applicants to inform us of any adjustments or adaptations they may require to fully participate. Your comfort and accessibility are important to us.
About Us
Established in 1983, Walter Scott is an investment management business built to deliver long-term success. We think of growth in decades and consider impact for generations, ignoring the volatility of the moment and the results of the day.
Our portfolio management philosophy is tried and tested: we focus solely on equity investments, holding stock only in high-quality, market-leading businesses that can generate sustainable growth for our clients. By keeping our strategy straightforward, we can go deeper in our research and further for our clients.
It's an approach that begins and ends with doing the right thing. For the institutional clients we serve around the world - protecting and enhancing their assets. For our community - supporting causes with tangible outcomes for people in Edinburgh, and beyond. And for the 180 employees who make it all possible - fostering a close-knit culture, nurturing personal growth and offering truly rewarding careers.

Employer Description:

For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments and safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon.com/careers.