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Investment Client Relationship Manager
2 months ago
Job Summary:
Eden Scott is seeking a dynamic and experienced Investment Client Relationship Manager to join their team in Edinburgh. The successful candidate will be responsible for managing and nurturing relationships with a portfolio of high-net-worth clients, ensuring their investment needs are met with tailored solutions.
Key Responsibilities:
- Develop and implement effective client relationship strategies to drive business growth and retention.
- Provide ongoing financial advice and guidance to clients, ensuring they remain informed about their investment performance.
- Collaborate with internal teams to deliver a seamless and client-focused experience.
- Proactively identify opportunities for clients to enhance their investment strategies.
- Ensure all regulatory and compliance guidelines are adhered to at all times.
Requirements:
- Proven experience in investment management or client relationship roles within financial services.
- Excellent communication and interpersonal skills, with the ability to build trust and rapport with clients.
- Strong understanding of investment products, financial markets, and regulatory requirements.
- Ability to work under pressure, meet deadlines, and manage multiple client accounts effectively.
- Professional qualifications such as CFA or equivalent would be advantageous.
What We Offer:
- Be part of a leading investment firm with a reputation for excellence.
- Career development opportunities with ongoing training and support.
- Competitive salary and benefits package, including bonus schemes, pension contributions, and more.
