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Portfolio Investment Manager
2 months ago
Job Opportunity: Portfolio Manager
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 an established team where you will be supporting a number of Investment Managers with a range of client portfolios.
Key Responsibilities:
- Managing a range of client portfolios to meet investment objectives
- Understanding client requirements and their investment potential to provide tailored solutions
- Ensuring portfolios are aligned with client mandates and investment strategies
- Processing changes to portfolios in a timely and efficient manner
- Providing support to Investment Managers to ensure seamless portfolio management
- Researching and investigating investment products to offer to clients
Requirements:
- Applicants should have a strong track record in managing multiple portfolios in an Investment Management environment
- Hold a Level 7 qualification, such as CISI Chartered Wealth Manager (CWM) or CFA
About the Role:
This is a permanent opportunity to join a dynamic team and contribute to the success of the firm.
