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Portfolio Manager

2 months 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 investment goals and objectives.
  • Conducting thorough research and analysis to understand client requirements and investment potential.
  • Ensuring portfolios are aligned with client mandates and making adjustments as necessary.
  • Processing changes to portfolios in a timely and efficient manner.
  • Providing expert support to Investment Managers in the management of client portfolios.
  • Researching and investigating new products and services to offer to clients.

Requirements:

  • Proven track record in managing multiple portfolios in an Investment Management environment.
  • Level 7 qualification in a relevant field, such as CISI Chartered Wealth Manager (CWM) or CFA.

About MERAKI TALENT LTD

MERAKI TALENT LTD is a leading recruitment agency specializing in Financial Services and Investment Management. We are committed to providing exceptional service and support to our clients and candidates.