Investment Client Relationship Manager

5 days ago

Edinburgh, Edinburgh, United Kingdom Eden Scott Full time

Eden Scott's client is seeking a dynamic Investment Client Relationship Manager to join their growing team.

Key Responsibilities:

  • Manage and nurture relationships with a portfolio of high-net-worth clients, ensuring their investment needs are met with tailored solutions.
  • Provide ongoing financial advice and guidance, ensuring clients remain informed about their investment performance.
  • Collaborate with internal teams to deliver a seamless and client-focused experience.
  • 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.
  • Excellent communication and interpersonal skills, with the ability to build trust and rapport with clients.
  • 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.

Benefits:

  • 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.

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