Investment Manager

7 hours ago


Edinburgh, Edinburgh, United Kingdom Core-Asset Consulting Ltd Full time
Job Title: Client & Investment Manager

We are seeking a highly skilled Client & Investment Manager to join our team at Core-Asset Consulting Ltd in Edinburgh. As a key member of our investment management services team, you will be responsible for maintaining a deep understanding of clients' portfolios and working closely with the investment team to provide exceptional service.

Key Responsibilities:
  • Develop and maintain a thorough knowledge of clients' investment portfolios, including regular attendance at research and company meetings.
  • Collaborate with the investment team to provide tailored investment solutions and exceptional client service.
  • Utilize Microsoft Office and other relevant tools to manage client relationships and portfolio performance.
Requirements:
  • University degree or equivalent in a relevant field.
  • Chartered Status - CFA or Chartered FCSI (Securities & Investment).
  • IMC qualification.
  • Excellent communication and interpersonal skills.
What We Offer:
  • A highly competitive salary and benefits package.
  • Opportunities for professional growth and development.

Core-Asset Consulting Ltd is an equal opportunities recruiter and welcomes applications from all qualified candidates. To apply, please ensure you are eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.



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