Investment Portfolio Specialist

2 days ago


Edinburgh, Edinburgh, United Kingdom Schroders Recruitment Full time

Schroders Recruitment seeks an experienced Investment Portfolio Specialist to join our Wealth Management division. As an Assistant Fund Manager, you will play a key role in supporting our Portfolio Managers and Directors in their daily activities.

Key responsibilities include developing strong relationships with our clients, maintaining accurate records, and planning and organizing client meetings. You will also be responsible for preparing client materials and managing account openings.

We are looking for an individual with excellent IT skills, a keen interest in the wealth management industry, and outstanding communication skills. Self-motivation, enthusiasm, and the ability to work under pressure are essential qualities for this role.

We offer a competitive salary package, ranging from £40,000 to £60,000 per annum, depending on your level of experience. In addition, you will benefit from professional development opportunities, working in a diverse and inclusive environment that values diversity of thought.

Join us at Schroders Recruitment, where you will have the opportunity to contribute to a leading wealth management firm and develop your skills and expertise in a dynamic and challenging role.



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