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Portfolio Manager

2 months ago

Glasgow Scotland, Scotland, United Kingdom Meraki Talent Ltd Full time

Meraki Talent are supporting a leading UK Wealth Management firm, who are currently looking to hire a Portfolio Manager into their Glasgow office.


This is an excellent opportunity to join an established team where you will be supporting a number of Investment Managers with a range of client portfolios.


Key Duties;

  • Managing a range of client portfolios
  • Understanding client requirements and their investment potential
  • Ensuring portfolios are meeting mandates
  • Processing changes to portfolios
  • Providing support to Investment Managers
  • Researching and investigating products to offer to clients


Applicants should have come from an Investment Management background, where they have a strong track record in managing multiple portfolios.

In terms of qualifications, applicants must be Level 7 qualified; CISI Chartered Wealth Manager (CWM ) or CFA.


This is a permanent opportunity.


Apply Now


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Jennifer wants: Portfolio, Investment Management, Financial Services, Level 7

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