Private Client Investment Manager

2 weeks ago


Edinburgh, Edinburgh, United Kingdom Oval Recruit Ltd. Full time
Job Description

Job Title: Private Client Investment Manager

Job Summary:

We are seeking a highly skilled and experienced Private Client Investment Manager to join our team at Oval Recruit Ltd. in Edinburgh. As a key member of our Private Client team, you will be responsible for providing exceptional client service and support to our high net worth clients.

Key Responsibilities:

  • Work closely with Private Client Directors to deliver exceptional client service and support
  • Maintain accurate and up-to-date client data across all systems
  • Take dealing instructions from clients and Directors, ensuring timely and efficient execution
  • Liaise closely with back office staff and client servicing team to ensure best practice and best possible outcomes for clients
  • Participate in relevant projects and business initiatives to drive business growth and improvement

Requirements:

  • At least 2 years' relevant experience in a similar Private Client Investment, Financial Planning or Wealth Management organization
  • Experience of working with investment funds and proven client-focused background
  • Strong proactive and energetic approach to work, with excellent communication and administrative skills
  • Good educational background, ideally working towards Financial Planning and/or Investment qualifications

What We Offer:

  • Excellent working environment and opportunities for career growth and development
  • Competitive base salary, package, and bonus


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