Senior Investment Portfolio Manager
1 month ago
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.
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.
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.
-
Investment Portfolio Manager
1 week ago
Perth, Perth and Kinross, United Kingdom Heat Recruitment Full timeJob SummaryA leading national wealth management firm is seeking a skilled Investment Portfolio Manager to join its team. As a key member of the organization, you will be responsible for managing client relationships, developing customized investment strategies, and identifying new business opportunities.This is an exceptional chance for a seasoned...
-
Investment Portfolio Manager
7 days ago
Perth, Perth and Kinross, United Kingdom Heat Recruitment Full timeJob DescriptionThis is a fantastic opportunity for a qualified Wealth/Investment Director with proven experience of providing quality investment advice to HNW/UHNW individuals. A well-established and expanding national wealth management firm require an additional Wealth Director in the Highlands.The role involves managing and growing relationships with...
-
Financial Portfolio Manager
7 days ago
Perth, Perth and Kinross, United Kingdom KBM Resourcing Full timeJob OverviewWe are seeking a skilled Financial Portfolio Manager to join our team in Perth. This role involves managing a portfolio of accounts jobs and ensuring accurate and timely delivery of agreed outputs to the client or senior manager.Main Responsibilities:Identify tax issues, including P11D, S455 tax, loss offsets, VAT implications, and MTD...
-
Construction Portfolio Manager Lead
16 hours ago
Perth, Perth and Kinross, United Kingdom SSE plc Full timeSSE plc is seeking an exceptional Construction Portfolio Manager Lead to join our high-performing SSE Renewables Onshore Construction team. This role offers a unique opportunity to make a significant impact on our business, supporting the delivery of our ambitious net-zero transition plan.About the RoleAs a key member of our senior management team, you will...
-
Investment Director
7 days ago
Perth, Perth and Kinross, United Kingdom Heat Recruitment Full timeJob Description:We are seeking a highly skilled Wealth Management Director to join our team at Heat Recruitment. The successful candidate will be responsible for leading the wealth management team, managing and growing relationships with existing and new clients, and providing bespoke investment advice using their knowledge.The ideal candidate will have a...
-
Private Client Investment Advice Manager
5 days ago
Perth, Perth and Kinross, United Kingdom Heat Recruitment Full timeRole Summary:">We are seeking a highly experienced Wealth/Investment Director to join our team in the Highlands.">Key Accountabilities:">Management of existing client relationships and growth of new businessDevelopment of bespoke investment solutions based on clients' needsProvision of high-quality investment advice to HNW/UHNW...
-
Investment Advisory Leader
2 days ago
Perth, Perth and Kinross, United Kingdom Heat Recruitment Full timeFund Manager Job OpportunityWe are seeking an experienced Fund Manager to join our team in the Highlands, who can provide strategic investment advice to high net worth individuals and families.The successful candidate will have a proven track record of success in managing client relationships, identifying their needs, and providing tailored investment...
-
Senior Financial Manager
5 days ago
Perth, Perth and Kinross, United Kingdom Azets Group Full timeWe are seeking a Senior Financial Manager to join our team at Azets Group. This role offers a challenging and rewarding opportunity to work with a leading firm of Accountants and Business Advisers.The successful candidate will own and manage a client portfolio with higher client responsibility, overseeing team portfolios and contributing to workflow...
-
Investment Director Position
3 days ago
Perth, Perth and Kinross, United Kingdom Heat Recruitment Full timeJob OverviewHeat Recruitment is looking for a highly skilled Investment Director to manage and grow client relationships. The estimated salary for this role is £70,000 - £100,000 plus bonus.Develop an in-depth understanding of clients' personal circumstances, risk profile, and investment objectives.Provide investment advice using this knowledge.
-
Tax Advisory Senior Manager
1 week ago
Perth, Perth and Kinross, United Kingdom Azets Group Full timeAbout the OpportunityWe are looking for a highly skilled and experienced Senior Private Client Tax Manager to join our taxation team at Azets Group. As a key member of our team, you will be responsible for managing a private client portfolio, identifying tax sensitive expenditure and wider tax issues, and providing a range of tax services to our...
-
Highly Experienced Investment Director
5 days ago
Perth, Perth and Kinross, United Kingdom Heat Recruitment Full timeCompany Overview">Wealth management firm operating across the UK.The firm is renowned for their experience within the HNW/UHNW market, providing quality investment advice to private individuals and professional intermediaries.">Salary and BenefitsA highly competitive salary of £60,000-£100,000 plus bonus and full package is on offer.">Job DescriptionThe...
-
Insurance Portfolio Handler
7 days ago
Perth, Perth and Kinross, United Kingdom Get Recruited Ltd Full timeJob Summary:We are recruiting a Commercial Account Handler to work with us at Get Recruited Ltd. This is an excellent opportunity for someone looking to develop their career in insurance and work with a dynamic company.Key Responsibilities:Client portfolio managementMulti-policy insurance program administrationRisk broking to the insurance marketNegotiation...
-
Companion and Caregiver
1 month ago
Perth, Perth and Kinross, United Kingdom Home Instead Senior Care Full timeAre you passionate about making a difference in people's lives? Do you have a genuine interest in caring for others? As a Companion and Caregiver with Home Instead Senior Care, you will have the opportunity to provide high-quality care and support to individuals in their own homes.About the JobAssist clients with personal care, including bathing, dressing,...
-
Private Client Investment Advisor
1 week ago
Perth, Perth and Kinross, United Kingdom Heat Recruitment Full timeAbout the RoleWe are looking for a highly skilled Private Client Investment Advisor to join our team in the Highlands. The successful candidate will have significant experience of providing quality investment advice to HNW/UHNW individuals and be qualified to CISI Level 6 (PCIAM) as a minimum.Key responsibilities include developing and maintaining strong...
-
Financial Services Executive
1 week ago
Perth, Perth and Kinross, United Kingdom Heat Recruitment Full timeJob OverviewWe are seeking a seasoned Financial Services Executive to join our team as an Investment Portfolio Manager. This is a fantastic opportunity for a qualified individual with a proven track record of providing high-quality investment advice to High Net Worth (HNW) and Ultra High Net Worth (UHNW) individuals.The successful candidate will be...
-
HNW Private Client Investment Advisor
1 week ago
Perth, Perth and Kinross, United Kingdom Heat Recruitment Full timeAbout the Role">We are seeking an experienced Wealth/Investment Director to join our team in Perth & Stirling. As a key member of our national wealth management firm, you will play a crucial role in delivering exceptional investment advice to high net worth individuals.">Key Responsibilities">">Deliver high-quality investment advice to clients based on their...
-
Senior Design Director
7 days ago
Perth, Perth and Kinross, United Kingdom Msa Architects Full timeWe are seeking an experienced Senior Architect to lead architectural projects from concept to completion. As part of our vibrant and supportive team, you will work closely with clients, consultants, and contractor teams to deliver successful projects.The ideal candidate will have a minimum of five years of professional experience as an architect with a...
-
Senior Accounting Specialist
5 days ago
Perth, Perth and Kinross, United Kingdom KBM Resourcing Full timeJob OverviewKBM Resourcing is seeking a highly skilled Accounts Manager to join our expanding team.The successful candidate will be responsible for managing a portfolio of accounts jobs, ensuring accurate and timely delivery of agreed outputs to clients or seniors.Key responsibilities include:Identifying tax issues and providing solutions.Scheduling and...
-
Senior Wealth Manager
5 days ago
Perth, Perth and Kinross, United Kingdom Heat Recruitment Full timeOverview of the Role">We are seeking a highly experienced Investment Director to join our expanding team.As a key member of our team, you will play a critical role in managing and growing our client relationships.">About YouTo be considered for this role, you will need to have a proven track record of success in providing high-quality investment advice to...
-
Senior Taxation Services Lead
1 week ago
Perth, Perth and Kinross, United Kingdom Azets Group Full timeAbout the JobThe Senior Private Client Tax Manager role at Azets Group is an exciting opportunity for someone who wants to take their career to the next level. As a key member of our taxation team, you will be responsible for providing a range of tax services to our clients, managing a private client portfolio, and identifying tax sensitive expenditure and...