Investment Portfolio Specialist

3 weeks ago


Glasgow, Glasgow City, United Kingdom Meraki Talent Ltd Full time

Meraki Talent Ltd is collaborating with a prominent UK Wealth Management organization seeking to appoint a Portfolio Manager.

This role presents a remarkable chance to become part of a well-established team, providing essential support to various Investment Managers overseeing diverse client portfolios.

Key Responsibilities:

  • Overseeing a variety of client portfolios
  • Assessing client needs and their investment capabilities
  • Ensuring compliance with portfolio mandates
  • Implementing adjustments to portfolios as required
  • Assisting Investment Managers in their duties
  • Conducting research and analysis on potential products for clients

Candidates should possess a background in Investment Management, demonstrating a proven history of managing multiple portfolios effectively.

Regarding qualifications, candidates must hold a Level 7 certification, such as the CISI Chartered Wealth Manager (CWM) or CFA.

This is a permanent position.

Is this opportunity right for you? At Meraki, we are passionate about recruitment and the art of communication.



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