Investment Portfolio Supervisor

3 weeks ago


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

About the Role: Meraki Talent Ltd is collaborating with a prominent Wealth Management organization in the UK, seeking to recruit a skilled Portfolio Manager.

Key Responsibilities:

  • Overseeing a diverse array of client investment portfolios
  • Assessing client needs and their investment capabilities
  • Ensuring that portfolios align with established mandates
  • Implementing modifications to client portfolios as necessary
  • Offering assistance to Investment Managers
  • Conducting research and analysis on potential products for clients

Candidate Profile: Applicants should possess a background in Investment Management, demonstrating a proven ability to manage multiple portfolios effectively.

Qualifications: Candidates must hold Level 7 qualifications, such as the CISI Chartered Wealth Manager (CWM) or CFA designation.

This position is permanent.

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



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

    Job OverviewMeraki Talent Ltd is supporting a leading UK Wealth Management firm in their search for a skilled Portfolio Manager to join their Glasgow office.This is an excellent opportunity to join a well-established team where you will be supporting a number of Investment Managers with a range of client portfolios.Key Responsibilities:Managing a diverse...


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

    Job Opportunity: Portfolio ManagerMeraki Talent Ltd is supporting a leading UK Wealth Management firm in their search for a skilled Portfolio Manager to join their Glasgow office.This is an excellent opportunity to join an established team where you will be supporting a number of Investment Managers with a range of client portfolios.Key...


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

    Job Opportunity: Portfolio ManagerMeraki Talent Ltd is supporting a leading UK Wealth Management firm in their search for a skilled Portfolio Manager to join their Glasgow office.This is an excellent opportunity to join an established team where you will be supporting a number of Investment Managers with a range of client portfolios.Key...


  • 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...


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

    Meraki Talent Ltd is collaborating with a prominent UK Wealth Management firm seeking to appoint a Portfolio Manager.This role presents a remarkable opportunity to become part of a well-established team, providing support to various Investment Managers overseeing diverse client portfolios.Key Responsibilities:Overseeing a variety of client...


  • Glasgow, Glasgow City, United Kingdom Network Rail Full time

    About Network RailAt Network Rail, our passengers and freight users are at the heart of everything we do. We help connect people to their friends and families and get goods to their destination safely and efficiently. We're an organisation where people matter.Scotland's Railway is part of this large family and it covers a large geographical area from the...


  • Glasgow, Glasgow City, United Kingdom Network Rail Full time

    About Network RailAt Network Rail, our passengers and freight users are at the heart of everything we do. We help connect people to their friends and families and get goods to their destination safely and efficiently. We're an organisation where people matter.Scotland's Railway is part of this large family and it covers a large geographical area from the...


  • Glasgow, Glasgow City, United Kingdom Heat Recruitment Full time

    Job Summary:We are seeking a highly skilled Paraplanner to join our team at Heat Recruitment. As a Paraplanner, you will play a crucial role in supporting our financial services clients by preparing and implementing recommendation reports, completing applications, and researching suitable solutions.Key Responsibilities:Preparing and implementing...

  • Portfolio Manager

    4 days ago


    Glasgow, Glasgow City, United Kingdom meraki talent ltd Full time

    **About the Role**MERAKI TALENT LTD is seeking a highly skilled Portfolio Manager to join their team in Glasgow. As a key member of the Investment Management team, you will be responsible for managing a range of client portfolios and providing support to Investment Managers.Key Responsibilities:Managing a diverse range of client portfolios to meet their...

  • Portfolio Manager

    5 days ago


    Glasgow, Glasgow City, United Kingdom meraki talent ltd Full time

    **About the Role**MERAKI TALENT LTD is seeking a highly skilled Portfolio Manager to join their team in Glasgow. As a key member of the Investment Management team, you will be responsible for managing a range of client portfolios and providing support to Investment Managers.Key Responsibilities:Managing a diverse range of client portfolios to meet their...

  • Portfolio Manager

    4 days ago


    Glasgow, Glasgow City, United Kingdom meraki talent ltd Full time

    **About the Role**MERAKI TALENT LTD is seeking a highly skilled Portfolio Manager to join their team in Glasgow. As a key member of the Investment Management team, you will be responsible for managing a range of client portfolios and providing support to Investment Managers.Key Responsibilities:Managing a diverse range of client portfolios to meet their...

  • Portfolio Manager

    5 days ago


    Glasgow, Glasgow City, United Kingdom meraki talent ltd Full time

    **About the Role**MERAKI TALENT LTD is seeking a highly skilled Portfolio Manager to join their team in Glasgow. As a key member of the Investment Management team, you will be responsible for managing a range of client portfolios and providing support to Investment Managers.Key Responsibilities:Managing a diverse range of client portfolios to meet their...


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

    Job OverviewMeraki Talent Ltd is supporting a leading UK Wealth Management firm in their search for a skilled Portfolio Manager to join their Glasgow office.This is an excellent opportunity to join a well-established team where you will be supporting a number of Investment Managers with a range of client portfolios.Key Responsibilities:Managing a diverse...


  • Glasgow, Glasgow City, United Kingdom G2it, Llc. Full time

    **About the Role**G2it, Llc. is seeking a skilled Portfolio Manager to join our team. As a Portfolio Manager, you will be responsible for assisting our Investment Directors and Investment Managers in the active management of client portfolios.**Key Responsibilities**Manage risk by reporting concerns relating to improper business practice to Senior...


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

    **Job Summary**Meraki Talent Ltd is supporting a leading UK Wealth Management firm in their search for a skilled Portfolio Manager to join their Glasgow office. This is an excellent opportunity to join a well-established team where you will be supporting a number of Investment Managers with a range of client portfolios.**Key Responsibilities**Understanding...

  • Portfolio Manager

    5 days ago


    Glasgow, Glasgow City, United Kingdom Core-Asset Consulting Ltd Full time

    Job Title: Portfolio ManagerCompany: Core-Asset Consulting LtdJob Summary:We are seeking an experienced Portfolio Manager to join our team at Core-Asset Consulting Ltd. As a Portfolio Manager, you will be responsible for managing investment portfolios for our clients, providing expert advice and guidance to help them achieve their financial goals.Key...


  • Glasgow, Glasgow City, United Kingdom Be-IT Full time

    Be-IT's Digital Transformation Portfolio ManagerAbout the RoleWe are seeking an experienced Digital Transformation Portfolio Manager to join our team at Be-IT. As a key member of our organization, you will play a pivotal role in shaping our digital transformation journey, driving innovation, and maximizing value delivery.Key ResponsibilitiesOversee the...


  • Glasgow, Glasgow City, United Kingdom Be-IT Full time

    Be-IT's Digital Transformation Portfolio ManagerAbout the RoleWe are seeking an experienced Digital Transformation Portfolio Manager to join our team at Be-IT. As a key member of our organization, you will play a pivotal role in shaping our digital transformation journey, driving innovation, and maximizing value delivery.Key ResponsibilitiesOversee the...


  • Glasgow, Glasgow City, United Kingdom Evelyn Partners Full time

    Position OverviewAs a Client Portfolio Associate at Evelyn Partners, you will collaborate closely with the Investment Management team to cultivate and enhance trusted relationships with our clients. Your role will encompass a variety of support functions aimed at the effective management of client portfolios.Key Responsibilities:Address and fulfill client...


  • Glasgow, Glasgow City, United Kingdom Evelyn Partners Fund Solutions Limited Full time

    Investment Management Graduate ProgrammeEvelyn Partners Fund Solutions Limited is seeking a highly motivated and ambitious Investment Management Graduate to join our team in Glasgow.About the RoleAs an Investment Management Graduate, you will be responsible for assisting Partners and Directors with regular portfolio reviews, undertaking analysis of companies...