Portfolio Manager
3 weeks ago
Role Overview
We are seeking an experienced Investment Manager to join our Wealth Management team in Central Scotland.
Key Responsibilities
- Producing quality Assets Under Management (AUM) through building and maintaining long-lasting relationships with HNW clients.
- Covering all aspects of client investment needs, including building on existing connections and working closely with colleagues.
- Recognising new opportunities and developing a profitable book of business.
Requirements
- Considerable experience dealing with UK investment business on behalf of UHNW/HNW clients.
- Excellent private client connections and an existing book of UK business.
- Certification to Level 6 via the Chartered Institute for Securities & Investment (CISI).
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