Eden Scott’s client is seeking an experienced and highly motivated Investment Manager or Portfolio Manager to join their team in Perth in Scotland. In this dynamic role, you will be responsible for managing client portfolios, providing strategic investment guidance, and fostering strong client relationships. This hybrid position allows you to enjoy the balance of three days in their office and two days working remotely, supporting flexibility and work-life balance.
Key Responsibilities:
* Develop and implement investment strategies tailored to clients' individual financial goals and risk tolerances.
* Actively manage and monitor client portfolios, ensuring alignment with market trends and adjusting asset allocations as needed.
* Provide detailed market insights and reports to clients, offering clear and concise recommendations.
* Build and maintain strong relationships with clients, conducting regular reviews and maintaining ongoing communication.
* Collaborate with internal teams to provide holistic wealth management services, including retirement planning, tax planning, and estate planning.
* Stay informed on economic and market developments to anticipate potential impacts on portfolios and proactively adjust strategies.
Requirements:
* Proven experience in investment or portfolio management, with a track record of successful client relationship management.
* Professional qualifications such as CFA, IMC, or equivalent are preferred.
* Strong analytical skills with the ability to interpret financial data and make informed investment decisions.
* Excellent communication and interpersonal skills to effectively engage with clients and colleagues.
* Knowledge of current investment trends, economic indicators, and financial markets.
Benefits:
* Competitive salary and performance-based bonuses.
* Flexible hybrid working arrangement, with three days in the office and two days remote each week.
* Comprehensive benefits package, including pension, healthcare, and professional development support.
* Opportunity to work within a collaborative and supportive team environment.
This position may be just one of numerous opportunities we are handling that you could have an interest in pursuing. If you have not been in touch with us before, please call on 0131 550 1100 or drop off a CV to Karen.kerr@edenscott.com and we will make sure that most relevant Consultant gets back to you as soon as possible. Please note that we never send CVs anywhere without your prior consent
Eden Scott is an equal opportunity employer and welcomes applications from all qualified individuals.