Investment Portfolio Manager

3 days ago


Glasgow, Glasgow City, United Kingdom Heat Recruitment Full time

We are seeking a skilled Senior Wealth Management Professional to join our team in Central Scotland. The successful candidate will be responsible for managing and growing a portfolio of high net worth clients, providing expert investment advice and building long-lasting relationships.

The ideal candidate will have extensive experience in dealing with UK investment business on behalf of UHNW/HNW clients, excellent private client connections and an existing book of UK business.

As a Discretionary Investment Strategist, you will be required to build on your existing and new connections, working closely with colleagues across the business to deliver quality AUM and cover all aspects of client's investment needs.

You must be qualified to Level 6 via the CISI and have a proven background as a discretionary Investment Manager. Salary: £70,000 - £110,000 plus bonus.



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