Investment Relationship Manager

7 days ago


Edinburgh, Edinburgh, United Kingdom Eden Scott Full time
Investment Client Relationship Manager

Eden Scott's client is seeking a dynamic Investment Client Relationship Manager to join their growing team in Edinburgh. This role involves managing and nurturing relationships with a portfolio of high-net-worth clients, ensuring their investment needs are met with tailored solutions.

Key Responsibilities:
  • Manage and nurture relationships with high-net-worth clients
  • Provide ongoing financial advice and guidance
  • Proactively identify opportunities for clients to enhance their investment strategies
  • Ensure all regulatory and compliance guidelines are adhered to
Requirements:
  • Proven experience in investment management or client relationship roles within financial services
  • Strong understanding of investment products, financial markets, and regulatory requirements
  • Ability to work under pressure, meet deadlines, and manage multiple client accounts effectively
  • Professional qualifications such as CFA or equivalent would be advantageous
What We Offer:
  • Be part of a leading investment firm with a reputation for excellence
  • Career development opportunities with ongoing training and support
  • Competitive salary and benefits package, including bonus schemes, pension contributions, and more

Please note that this role does not allow for sponsorship and requires the candidate to be based in Scotland and able to travel to Edinburgh.



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