Investment Client Relationship Manager

3 days ago


Edinburgh, Edinburgh, United Kingdom Eden Scott Full time
Investment Client Relationship Manager

Eden Scott's client is seeking a dynamic Investment Client Relationship Manager to join their growing team in Edinburgh. This role involves managing and nurturing relationships with a portfolio of high-net-worth clients, ensuring their investment needs are met with tailored solutions.

Key Responsibilities:
  • Provide ongoing financial advice and guidance to clients, ensuring they remain informed about their investment performance.
  • 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.
  • Strong understanding of investment products, financial markets, and regulatory requirements.
  • Ability to work under pressure, meet deadlines, and manage multiple client accounts effectively.
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.

Please note that this role requires the ability to travel to Edinburgh and does not allow for sponsorship. Only candidates based in Scotland should apply.



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