Private Client Investment Manager
2 weeks ago
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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