Investment Client Service Specialist

2 weeks ago


Edinburgh, Edinburgh, United Kingdom Oval Recruit Ltd. Full time £30,000 - £32,000
Job Description

Private Client Investment Manager – Opportunity for Career Advancement

This is an excellent opportunity for individuals with at least 1 year's experience in Investment Management, Financial Planning, or Wealth Management to join one of the UK's leading Investment & Wealth Managers in their Private Client team. Working in a dynamic and supportive environment, you will be responsible for a wide range of duties, including:

  • Working closely with the Private Client Directors on all aspects of their client meetings, including setting up, arranging, and handling all post-meeting documentation.
  • Maintaining client data across all systems and taking dealing instructions from clients and Directors.
  • Liaising closely with back-office staff and client servicing teams to ensure best practice and best possible outcomes for clients.
  • Working closely with all members of the Private Client team, participating in relevant projects and business initiatives.

Key Requirements:

  • At least 2 years' relevant experience gained from within a similar Private Client Investment, Financial Planning, or Wealth Management organization.
  • Experience of working with investment funds.
  • Good educational background, ideally working towards Financial Planning and/or Investment qualifications.

Competitive Salary, Package, and Bonus



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