Senior Portfolio Manager

4 days ago


Glasgow, Glasgow City, United Kingdom Heat Recruitment Full time
Job Description

This role is a fantastic opportunity to join a highly regarded national Wealth Management firm as they expand their presence across Central Scotland. As an Investment Director, you will be responsible for building on your existing connections and growing your own book of UK business, covering all aspects of your High Net Worth (HNW) clients' investment needs.

The ideal candidate will have a proven ability to build and maintain long-lasting, profitable relationships with clients and colleagues alike. You will also have considerable experience dealing with UK investment business on behalf of UHNW/HNW clients and excellent private client connections. With a moderate existing book of UK business, you will be well-positioned to take on this exciting new challenge.

In addition to your strong professional credentials, you must hold a minimum Level 6 qualification via the Chartered Institute for Securities & Investment (CISI). If you are a driven and results-oriented individual looking to take your career to the next level, this could be the perfect opportunity for you.

Key Responsibilities:

  • Producing quality Assets Under Management (AUM)
  • Covering all aspects of HNW clients' investment needs
  • Building and maintaining long-lasting, profitable relationships with clients and colleagues

Benefits:

  • Basic salary of £80,000 - £110,000 per annum
  • Excellent bonus potential
  • Opportunity to grow your own book of UK business

About the Company:

We are a dynamic and ambitious national Wealth Management firm committed to delivering exceptional service to our clients. We are passionate about helping individuals achieve their financial goals and are seeking talented professionals like you to join our team.



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