Portfolio Manager

3 weeks 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).


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