Investment Client Relationship Manager

3 days ago

Edinburgh, Edinburgh, United Kingdom Eden Scott Full time

Job Title: Investment Client Relationship Manager

Job Summary:

Eden Scott is seeking a highly skilled Investment Client Relationship Manager to join their team in Edinburgh. As a key member of the team, you will be responsible for managing and nurturing relationships with high-net-worth clients, providing tailored investment solutions, and ensuring their financial needs are met.

Key Responsibilities:

  • Client Relationship Management: Develop and maintain strong relationships with clients, understanding their investment goals, risk tolerance, and financial objectives.
  • Investment Advice: Provide expert investment advice and guidance to clients, ensuring they are informed about their investment performance and making informed decisions.
  • Collaboration: Work closely with internal teams to deliver a seamless and client-focused experience, ensuring all client needs are met.
  • Opportunity Identification: Proactively identify opportunities for clients to enhance their investment strategies, ensuring they remain competitive in the market.
  • Regulatory Compliance: Ensure all regulatory and compliance guidelines are adhered to at all times, maintaining the highest level of professionalism and integrity.

Requirements:

  • Experience: Proven experience in investment management or client relationship roles within financial services, with a strong understanding of investment products, financial markets, and regulatory requirements.
  • Skills: Excellent communication and interpersonal skills, with the ability to build trust and rapport with clients, and a strong analytical mindset to identify opportunities and challenges.
  • Qualifications: Professional qualifications such as CFA or equivalent would be advantageous, demonstrating a high level of expertise and knowledge in the field.

What We Offer:

  • Competitive Salary: A competitive salary and benefits package, including bonus schemes, pension contributions, and more.
  • Career Development: Opportunities for career development and growth, with ongoing training and support to ensure you remain up-to-date with industry developments.
  • Leading Investment Firm: The chance to work with a leading investment firm with a reputation for excellence, and be part of a dynamic and supportive team.

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