Central Scotland Investment Lead
3 weeks ago
We are seeking an experienced Senior Portfolio Manager to join our team in Central Scotland. As an Investment Director, you will be responsible for managing a portfolio of High Net Worth (HNW) clients' investments and providing expert advice on wealth management strategies.
The ideal candidate will have a proven track record of success in the investment industry, with a strong background in discretionary investment management and a deep understanding of UK investment markets. You will also have excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
In addition to your technical expertise, you must hold a minimum Level 6 qualification via the Chartered Institute for Securities & Investment (CISI) and have a valid driving license. If you are a motivated and forward-thinking individual looking to take your career to the next level, this could be the perfect opportunity for you.
Key Responsibilities:
- Managing a portfolio of HNW clients' investments
- Providing expert advice on wealth management strategies
- Building and maintaining strong relationships with clients and colleagues
Benefits:
- Basic salary of £90,000 - £120,000 per annum
- Excellent bonus potential
- Opportunity to work with a dynamic and ambitious national Wealth Management firm
About the Location:
The successful candidate will be based in Central Scotland, with regular travel to other locations throughout the UK. We offer a competitive salary and benefits package, as well as opportunities for professional development and career advancement.
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