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Investment Management: Portfolio Manager

2 months ago


Edinburgh, Edinburgh, United Kingdom Eden Scott Full time
Job Description

Eden Scott's client is seeking a dynamic Investment Client Relationship Manager to join their growing team. The successful candidate will be responsible for managing and nurturing relationships with a portfolio of high-net-worth clients, ensuring their investment needs are met with tailored solutions.

Key Responsibilities:

  • Provide ongoing financial advice and guidance to clients, ensuring they remain informed about their investment performance.
  • Proactively identify opportunities for clients to enhance their investment strategies.
  • Ensure all regulatory and compliance guidelines are adhered to at all times.

Requirements:

  • Proven experience in investment management or client relationship roles within financial services.
  • Strong understanding of investment products, financial markets, and regulatory requirements.
  • Ability to work under pressure, meet deadlines, and manage multiple client accounts effectively.
  • Professional qualifications such as CFA or equivalent would be advantageous.

What We Offer:

  • Be part of a leading investment firm with a reputation for excellence.
  • Career development opportunities with ongoing training and support.
  • Competitive salary and benefits package, including bonus schemes, pension contributions, and more.