Senior Investment Portfolio Manager

1 month ago


Perth, Perth and Kinross, United Kingdom Heat Recruitment Full time
Job Overview

We are seeking a highly experienced Senior Investment Portfolio Manager to join our team in the Highlands. As a key member of our wealth management firm, you will be responsible for managing and growing relationships with existing and new clients.

Key Responsibilities
  • To develop an in-depth understanding of clients' personal circumstances, risk profiles, and investment objectives.
  • To provide bespoke investment advice based on this knowledge.
  • To manage and grow client relationships, identifying opportunities to increase business and revenue.
  • To work closely with colleagues to develop and implement effective strategies for acquiring new clients and increasing market share.
About You

To succeed in this role, you will have:

  • A minimum of CISI Level 6 (PCIAM) qualification or equivalent.
  • Proven experience in providing high-quality investment advice to HNW/UHNW individuals.
  • Excellent communication and interpersonal skills.
  • The ability to work independently and as part of a team.
Salary & Benefits

This is a fantastic opportunity for a qualified Senior Investment Portfolio Manager, with a salary ranging from £60,000 to £100,000 plus bonus and full package.



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