Investment Portfolio Manager

1 day ago


Edinburgh, Edinburgh, United Kingdom IDEX Consulting Full time

Job Description

IDEX Consulting is looking for a skilled Investment Portfolio Manager - Financial Services to lead our financial planning efforts. The ideal candidate will have a proven track record in developing and implementing effective financial strategies for high net worth individuals.

Responsibilities:

  1. Review client financial information, identifying areas for improvement and recommending suitable investment options.
  2. Collaborate with cross-functional teams to develop comprehensive financial plans.
  3. Communicate complex financial concepts to clients in a clear and concise manner.

Qualifications:

  • Degree in a relevant field (minimum diploma level 4).
  • Chartered status or equivalent.
  • Strong analytical and problem-solving skills.

Benefits:

We offer an excellent compensation package, including an estimated salary of $160,000 - $220,000 per year, based on location and experience, along with benefits like PMI and PHI.



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