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Strategic Portfolio Manager

1 month ago


Glasgow, Glasgow City, United Kingdom Heat Recruitment Full time

Job Title: Investment Manager - Central Scotland

Job Summary:

We are seeking a highly skilled Investment Manager to join our team in Central Scotland. As a key member of our Wealth Management firm, you will be responsible for producing quality AUM and covering all aspects of your HNW client's investment needs.

Key Responsibilities:

  • Building and maintaining long-lasting and profitable relationships with HNW clients
  • Producing quality AUM and covering all aspects of client investment needs
  • Working closely with colleagues across the business to achieve business objectives

Requirements:

  • Considerable experience dealing with UK investment business on behalf of UHNW/HNW clients
  • Excellent private client connections and an existing book of UK business
  • Qualification to Level 6 via the CISI and a proven background as a discretionary Investment Manager

About Us:

We are a highly regarded national Wealth Management firm with a strong presence in Central Scotland. We are committed to delivering exceptional service to our clients and providing a supportive and collaborative work environment for our team members.