Portfolio Manager

1 week ago


Glasgow, Glasgow City, United Kingdom Heat Recruitment Full time
Job Opportunity

Role Overview

We are seeking an experienced Investment Manager to join our Wealth Management team in Central Scotland.

Key Responsibilities

  1. Producing quality Assets Under Management (AUM) through building and maintaining long-lasting relationships with HNW clients.
  2. Covering all aspects of client investment needs, including building on existing connections and working closely with colleagues.
  3. Recognising new opportunities and developing a profitable book of business.

Requirements

  1. Considerable experience dealing with UK investment business on behalf of UHNW/HNW clients.
  2. Excellent private client connections and an existing book of UK business.
  3. Certification to Level 6 via the Chartered Institute for Securities & Investment (CISI).


  • Glasgow, Glasgow City, United Kingdom City Property (Glasgow) LLP Full time

    Job SummaryThe Senior Portfolio Manager will be responsible for managing the commercial portfolio, delivering innovative investment and rationalisation opportunities, and providing professional and technical consultancy services to in-house clients. The role will champion Health and Safety across the business and manage the Corporate Health and Safety...


  • Glasgow, Glasgow City, United Kingdom M Group Services Full time

    About The RoleM Group Services is recruiting for a Portfolio Manager to work on one of our key customer accounts. As the Portfolio Manager, you will be part of the leadership team responsible for the Portfolio Management of all projects under the specific client area.Contracts under your portfolio will be all schemes released under your key customer area,...

  • Tax Portfolio Manager

    3 weeks ago


    Glasgow, Glasgow City, United Kingdom Public Practice Recruitment Ltd Full time

    Tax Portfolio Manager Job OpportunityWe are seeking a highly skilled Tax Portfolio Manager to join our team at Public Practice Recruitment Ltd. As a Tax Portfolio Manager, you will be responsible for managing a tax portfolio, including all commercial aspects of portfolio management.Key Responsibilities:Manage a tax portfolio, including all commercial aspects...


  • Glasgow, Glasgow City, United Kingdom Core-Asset Consulting Ltd Full time

    Job Title: Academic Portfolio ManagerCore-Asset Consulting Ltd is seeking a highly skilled Academic Portfolio Manager to join their team in Glasgow. The successful candidate will have a background in Private Wealth / Investment Management and strong portfolio implementation skills/experience.Key Responsibilities:Implement investment views across portfolios...


  • Glasgow, Glasgow City, United Kingdom Core-Asset Consulting Ltd Full time

    Job Title: Academic Portfolio ManagerCore-Asset Consulting Ltd is seeking a highly skilled Academic Portfolio Manager to join their team in Glasgow. The successful candidate will have a background in Private Wealth / Investment Management and strong portfolio implementation skills/experience.Key Responsibilities:Implement investment views across portfolios...


  • Glasgow, Glasgow City, United Kingdom City Property (Glasgow) LLP Full time

    The Technical Services Manager plays a pivotal role in the Senior Management Team at City Property (Glasgow) LLP, supporting the Head of Operations in managing the commercial portfolio. This involves delivering innovative investment and rationalisation opportunities, as well as providing professional and technical consultancy services to in-house clients.The...


  • Glasgow, Glasgow City, United Kingdom Core-Asset Consulting Ltd Full time

    Job Title: Academic Portfolio ManagerCore-Asset Consulting Ltd is seeking a highly skilled Academic Portfolio Manager to join their team in Glasgow. The successful candidate will be responsible for implementing investment views across a wide range of portfolios held within various strategies.Key Responsibilities:Develop and implement investment strategies...


  • Glasgow, Glasgow City, United Kingdom Core-Asset Consulting Ltd Full time

    Job Title: Academic Portfolio ManagerCore-Asset Consulting Ltd is seeking a highly skilled Academic Portfolio Manager to join their team in Glasgow. The successful candidate will be responsible for implementing investment views across a wide range of portfolios held within various strategies.Key Responsibilities:Develop and implement investment strategies...


  • Glasgow, Glasgow City, United Kingdom Eden Scott Full time

    Portfolio Reporting and MI Lead£40,892-£44,000Eden Scott is delighted to be partnering with Scottish Fire & Rescue Service to drive a progressive Fire Service, centered around the needs of the individual, inclusive, and better connected to Scotland's diverse communities.Portfolio Office Expansion ProgrammeAs part of a major transformation, Scottish Fire &...


  • Glasgow, Glasgow City, United Kingdom Eden Scott Full time

    Portfolio Reporting and MI Lead£40,892-£44,000Eden Scott is delighted to be partnering with Scottish Fire & Rescue Service to drive a progressive Fire Service, centered around the needs of the individual, inclusive, and better connected to Scotland's diverse communities.Portfolio Office Expansion ProgrammeAs part of a major transformation, Scottish Fire &...


  • Glasgow, Glasgow City, United Kingdom Aon Full time

    Job Title: Insurance Portfolio ManagerAon is seeking an experienced Insurance Portfolio Manager to join our team in Glasgow or Edinburgh. As an Insurance Portfolio Manager, you will be responsible for managing a portfolio of clients, providing risk solutions, and delivering exceptional client service.About the Role:Manage a portfolio of clients, providing...


  • Glasgow, Glasgow City, United Kingdom Aon Full time

    Job Title: Insurance Portfolio ManagerAon is seeking an experienced Insurance Portfolio Manager to join our team in Glasgow or Edinburgh. As an Insurance Portfolio Manager, you will be responsible for managing a portfolio of clients, providing risk solutions, and delivering exceptional client service.About the Role:Manage a portfolio of clients, providing...


  • Glasgow, Glasgow City, United Kingdom Eden Scott Full time

    Portfolio Reporting and MI Lead£40,892-£44,000Flexi-time, Flexible Hybrid WorkingScottish Fire & Rescue ServiceEden Scott is delighted to be partnering with Scottish Fire & Rescue Service, a progressive Fire Service centered around the needs of the individual, inclusive and better connected to Scotland's diverse communities.Portfolio Office Expansion...


  • Glasgow, Glasgow City, United Kingdom Eden Scott Full time

    Portfolio Reporting and MI Lead£40,892-£44,000Flexi-time, Flexible Hybrid WorkingScottish Fire & Rescue ServiceEden Scott is delighted to be partnering with Scottish Fire & Rescue Service, a progressive Fire Service centered around the needs of the individual, inclusive and better connected to Scotland's diverse communities.Portfolio Office Expansion...


  • Glasgow, Glasgow City, United Kingdom Eden Scott Full time

    Portfolio Reporting and MI Lead£40,892-£44,000Eden Scott is partnering with Scottish Fire & Rescue Service to drive a progressive Fire Service, centered around individual needs, inclusive, and better connected to Scotland's diverse communities.The Portfolio Office Expansion Programme aims to enhance the growth and effectiveness of the Portfolio Office...

  • Tax Portfolio Manager

    2 weeks ago


    Glasgow, Glasgow City, United Kingdom Public Practice Recruitment Ltd Full time

    Tax Manager Job OpportunityWe are seeking a highly skilled Tax Manager to join our team at Public Practice Recruitment Ltd. As a Tax Manager, you will be responsible for managing a tax portfolio, including all commercial aspects of portfolio management.Key Responsibilities:Manage a tax portfolio, including all commercial aspects of portfolio...


  • Glasgow, Glasgow City, United Kingdom Aon Full time

    Insurance Portfolio ManagerA dynamic and challenging role has become available within our team, offering the opportunity to work with a diverse range of clients and develop your skills in insurance portfolio management.As an Insurance Portfolio Manager, you will be responsible for managing a portfolio of clients, providing them with tailored insurance...


  • Glasgow, Glasgow City, United Kingdom City Property (Glasgow) LLP Full time

    Job SummaryThe City Property (Glasgow) LLP is seeking a highly skilled Strategic Portfolio Manager to join its Senior Management Team. As a key member of the team, you will be responsible for managing the commercial portfolio, delivering innovative investment and rationalisation opportunities, and providing professional and technical consultancy services to...


  • Glasgow, Glasgow City, United Kingdom Aon Full time

    Insurance Portfolio ManagerAt Aon, we are seeking an experienced Insurance Portfolio Manager to join our team in Glasgow or Edinburgh. As an Insurance Portfolio Manager, you will be responsible for managing a portfolio of clients, providing risk solutions, and delivering exceptional client service.Key Responsibilities:Manage a portfolio of clients, providing...


  • Glasgow, Glasgow City, United Kingdom EVH Full time

    Job Title: Asset ManagerWe are seeking an experienced Asset Manager to join our team at City Property (Glasgow) LLP. The successful candidate will be responsible for managing our property portfolio and identifying opportunities for inclusion with the Revenue and Capital plan(s).Key Responsibilities:Manage and maintain a diverse property portfolio, ensuring...