Investment Consultant

2 weeks ago


Edinburgh, United Kingdom Meraki Full time

Investment
- Portfolio
- Fund Management

Meraki Talent is pleased to be working with a leading financial services client who are looking to add a talented Senior Investment Consultant to their established team as the business go through an exciting period in their development.

Key Responsibilities
- Directing and advising a portfolio of clients
- Involved in client development and new business pitches
- Providing investment advice to trustee and corporate clients
- Own and develop a clear investment initiative
- Working across a variety of channels - advisors, employers and investors.
- Liaising with stakeholders across the business - from investment team to wider functions.

Experience Required
- Fund Management/Investment experience essential
- Commercial awareness of pensions
- Multi-channel expertise - across advisor, employer and investor.
- FFA/FIA or CFA qualified
- Extremely organised, managing multiple projects at the same time.



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