Portfolio Management Professional
1 month ago
We are seeking a highly skilled Portfolio Management Professional to join our Wealth Management division, Cazenove Capital. This is an exciting opportunity for someone who is passionate about delivering exceptional client service and investment management.
Key Responsibilities:- Support senior portfolio managers in managing clients' portfolios, ensuring alignment with their investment objectives and regulatory requirements.
- Be the primary point of contact for clients, responding to inquiries in a timely and professional manner.
- Assist in planning and attending client meetings, preparing necessary materials and reports.
- Manage the account opening process for new clients and additional portfolios for existing clients.
- Participate in external fund manager meetings and internal investment discussions to share market insights and knowledge.
- Collaborate with senior portfolio managers on investment recommendations and implement changes as approved.
- Conduct regular portfolio reviews, assessing suitability and performance, and prepare investment proposals.
- Execute trades in client portfolios according to instructions and investment guidelines.
- Perform administrative tasks efficiently, including reviewing transaction statements and monitoring outstanding deals.
- Maintain accurate records of client interactions and portfolio activity.
To be successful in this role, you will need:
- Excellent IT skills, particularly with Microsoft Office applications.
- A keen interest in the wealth management industry and global financial markets.
- Strong communication skills and ability to multitask.
- Self-motivation, enthusiasm, and a willingness to learn and develop.
- Attention to detail and ability to work under pressure to meet deadlines.
We provide a dynamic and inclusive work environment that values diversity and promotes equal opportunities. Our purpose is to deliver excellent investment performance to clients through active management. As a valued member of our team, you can expect:
- Competitive salary: £50,000 - £65,000 per annum.
- Ongoing training and development opportunities.
- A supportive team culture that fosters collaboration and innovation.
- The chance to work with a leading investment manager and contribute to our success.
-
Portfolio Management Professional
6 days ago
Edinburgh, Edinburgh, United Kingdom Azets Full timeAbout the JobWe are looking for a skilled Portfolio Management Professional to join our team at Azets. This exciting opportunity involves owning and managing a client portfolio, overseeing team portfolios, and contributing to workflow planning.Main ResponsibilitiesOversight of a portfolio of audit clients, including the preparation of accounts and...
-
Human Resources Consultant
6 days ago
Edinburgh, Edinburgh, United Kingdom The Portfolio Group Full timeAbout the RoleThe Portfolio Group is looking for an experienced Human Resources Consultant to join our dynamic consultancy. As a Regional HR Manager, you will play a pivotal role in leading meetings, negotiation sessions, and offering expert guidance on diverse employee relations matters.ResponsibilitiesProvide expert advice on employee relations...
-
Portfolio Management Specialist
1 day ago
Edinburgh, Edinburgh, United Kingdom Azets Group Full timeJob OverviewThis is an exciting opportunity for a Portfolio Management Specialist to join our Private Client department. As a key member of our team, you will be responsible for managing a portfolio of professional partnerships, estates, and high net worth individuals.You will work closely with our partners and clients to understand their tax needs and...
-
Client Portfolio Manager
4 weeks ago
Edinburgh, Edinburgh, United Kingdom Aston Charles Full timeAston Charles is seeking a Client Portfolio Manager to join its Corporate Unit in Glasgow or Edinburgh. As a key member of the team, you will manage a diverse portfolio of clients and develop effective relationships with them.You will work closely with Account Executives and Directors to understand client needs and develop solutions. Excellent communication...
-
Senior Legal Portfolio Manager
1 month ago
Edinburgh, Edinburgh, United Kingdom Career Legal Full time**Job Overview**Career Legal is seeking a highly experienced Senior Legal Portfolio Manager to join our team in Leeds, Edinburgh or Manchester. As a key member of our Property Asset Management group, you will play a crucial role in leading our client's legal operations and driving business growth.**Responsibilities**Lead the legal strategy for a major...
-
Portfolio Management Associate
3 weeks ago
Edinburgh, Edinburgh, United Kingdom Schroders Full timeAbout SchrodersWe are a global investment manager, providing investment services to individuals, charities, and institutions. We have around 6,000 people on six continents, and we've been around for over 200 years.The RoleWe are seeking an experienced professional to join our team as a Client Services Executive. In this role, you will work closely with...
-
Portfolio Manager
6 days ago
Edinburgh, Edinburgh, United Kingdom Cobalt Recruitment. Full timeCobalt Recruitment is working with a well-respected Managing Agent to find a highly skilled Facilities Manager. This position involves managing a portfolio of properties in Edinburgh and Dunfermline.The estimated salary for this role is £35,000 - £45,000 per annum, depending on experience.As the successful candidate, you will be responsible for managing...
-
Investment Portfolio Manager
4 days ago
Edinburgh, Edinburgh, United Kingdom Citi Full timeAbout the RoleThe Investment Portfolio Manager role at Citigroup Inc. is an exciting opportunity to join a dynamic team responsible for managing investment portfolios on behalf of clients. As a key member of the team, you will be responsible for identifying and implementing investment opportunities that meet client objectives.Key ResponsibilitiesIdentify and...
-
Portfolio Growth Manager Edinburgh
4 weeks ago
Edinburgh, Edinburgh, United Kingdom Rettie and Co. Full timeAbout Rettie and Co.We are a growing and ambitious company with a family feel. Our values of Teamwork, Determination, Dependability, and Ambition guide our actions and behaviours towards our clients and each other, daily. Based on these values, we cultivate and grow diverse, capable teams in an environment that helps you realise your career potential.Salary:...
-
Investment Portfolio Assistant Manager
4 weeks ago
Edinburgh, Edinburgh, United Kingdom ENGINEERINGUK Full timeCazenove Capital, a division of Schroders, is seeking an experienced Investment Portfolio Assistant Manager to join our Wealth Management team. This role offers a unique opportunity for a driven and ambitious professional to contribute to the delivery of exceptional client service and investment management.About Cazenove CapitalWe are one of the largest...
-
Loan Recovery and Portfolio Manager
4 weeks ago
Edinburgh, Edinburgh, United Kingdom LendingCrowd Full timeLendingCrowd is seeking a highly skilled Loan Recovery and Portfolio Manager to join our team. As a senior member of our recoveries function, you will be responsible for managing a large portfolio of SME recovery cases, maximising recoveries while ensuring compliance with our corporate values and regulatory requirements.About the RoleLeading a team of...
-
Investment Portfolio Associate
6 days ago
Edinburgh, Edinburgh, United Kingdom Schroders Full timeAbout the RoleWe are seeking a highly motivated and organized Investment Portfolio Associate to join our Wealth Management division. As an Assistant Fund Manager, you will play a key role in managing clients' portfolios, developing relationships of trust, and maintaining exceptional client service.Key ResponsibilitiesSupport Portfolio Managers and Directors...
-
Portfolio Property Manager
2 days ago
Edinburgh, Edinburgh, United Kingdom Michael Page (UK) Full timeJob SummaryA dynamic and results-driven Portfolio Property Manager is required to oversee the management of a diverse estate, ensuring that all properties are fit for purpose and compliant with regulatory requirements. The successful candidate will be responsible for carrying out regular property inspections, managing maintenance budgets, and arranging for...
-
Financial Portfolio Manager
4 days ago
Edinburgh, Edinburgh, United Kingdom Hays Senior Finance Full time**About the Role**We are looking for a talented Senior Accountant to join our team in Edinburgh. As a Senior Accountant, you will be responsible for managing a portfolio of clients and delivering high-quality financial services.Key ResponsibilitiesManage a portfolio of clients and prepare their statutory accountsProcess VAT returns and HMRC tax...
-
Property Portfolio Manager
4 days ago
Edinburgh, Edinburgh, United Kingdom Cobalt Recruitment. Full timeCobalt Recruitment is working with a respected Managing Agent to find a highly skilled Property Portfolio Manager to oversee a portfolio of commercial properties in Edinburgh and Dunfries.The ideal candidate will have excellent organizational skills, be able to manage multiple assets, and have experience in facilities management.Salary: £45,000 - £60,000...
-
Senior PR Portfolio Manager
3 days ago
Edinburgh, Edinburgh, United Kingdom Denholm Associates Full timeAbout Us:Denholm Associates in Edinburgh seeks experienced Senior PR Portfolio Managers to lead client teams and develop compelling PR strategies.Job Description:Take charge of client relations and offer expert guidance.Create tailored PR campaigns and disseminate product information effectively.Foster strong connections with clients, media professionals,...
-
Portfolio Accounting Manager
4 weeks ago
Edinburgh, Edinburgh, United Kingdom State Street Corporation Full timeJob Description: A Portfolio Accounting Manager is required to work in a client-facing role within State Street's daily operations department. They will review the Net Asset Values of UK registered portfolios and Pricing, working with State Street Outsourced Service centers and Centers of excellence to ensure timely deliverables according to client service...
-
Solar and BESS Portfolio Manager
6 days ago
Edinburgh, Edinburgh, United Kingdom Climate17 Full timeVice President of Development Opportunity at Climate17Climate17 is partnering with a global leader in sustainable energy development to develop a diverse portfolio of solar and BESS projects. We're seeking an experienced professional to lead our team as Vice President of Development.About the Role:The Vice President of Development will be responsible for...
-
Community Fund Portfolio Manager
4 weeks ago
Edinburgh, Edinburgh, United Kingdom Good Moves Full timeJob Title: Community Fund Portfolio ManagerWe are seeking a highly skilled and motivated individual to join our team as a Community Fund Portfolio Manager. This is an exciting opportunity to strengthen and grow our community funds practice and impact in south and south-west Scotland.This role focuses on managing a regional team and working alongside...
-
Renewable Energy Portfolio Manager
4 weeks ago
Edinburgh, Edinburgh, United Kingdom oilandgasjobsearch Full timeJob DescriptionThis role is focused on originating and structuring PPAs for assets under management, supporting the Investment Team with due diligence reviews on offtake structures, managing relationships with key offtakers and market access providers, participating in BESS revenue model definition and execution, negotiating Route-to-Market agreements for...