Portfolio Support Specialist

5 days ago


Edinburgh, Edinburgh, United Kingdom ENGINEERINGUK Full time

Job Summary

We are seeking an experienced Assistant Portfolio Manager to join our Wealth Management division. As a key member of our team, you will be responsible for supporting the management of clients' portfolios, developing relationships of trust with clients, and providing exceptional customer service.

About the Role

You will work closely with experienced Portfolio Managers and Directors to manage clients' portfolios, including planning and attending client meetings, managing account openings, and participating in external and internal meetings. You will also assist with portfolio investment recommendations and trades, as well as handle administrative duties.

The Skills and Qualifications We Require

We are looking for an individual with excellent IT skills, a keen interest in the wealth management industry, and a strong interest in global financial news and markets. Professional qualifications, such as the CISI Level 7 Chartered Wealth Manager qualification, are desirable.

Benefits include sponsored courses, study leave, and access to a supportive environment that allows you to grow professionally and personally.

Estimated Salary: £65,000 - £85,000 per annum



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