Financial Service Professional

14 hours ago


Edinburgh, Edinburgh, United Kingdom Schroders Full time
About the Job

We are looking for a skilled Financial Service Professional to join our team as an Assistant Fund Manager. This role involves supporting Portfolio Managers and Directors in managing client portfolios, developing strong relationships with clients, and providing exceptional client service.

Main Responsibilities
  • Support Portfolio Managers and Directors in managing client portfolios, ensuring alignment with investment objectives and regulatory requirements.
  • Act as a primary point of contact for clients, responding to inquiries in a timely manner and maintaining accurate records of interactions.
  • Assist in planning, organizing, and attending client meetings to discuss portfolio performance and investment strategies.
  • Manage account opening processes for new clients and additional portfolios for existing clients.
  • Participate in external fund manager meetings and internal investment discussions to stay informed about market trends and projects.
Benefits and Compensation

As a member of our team, you can expect a competitive salary of £55,000 - £75,000 per annum, commensurate with your experience. Our company offers a range of benefits, including ongoing professional development opportunities, a supportive work environment, and a comprehensive compensation package.



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