Experienced Investment Manager or Portfolio Manager sought to join team in Perth, Scotland. Manage client portfolios, provide strategic investment guidance, and foster strong client relationships in a hybrid role with 3 days in office and 2 days remote.
* 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.
* 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.
* Competitive salary and performance-based bonuses.
* Flexible hybrid working arrangement, with 3 days in the office and 2 days remote each week.
* Comprehensive benefits package, including pension, healthcare, and professional development support.
* Opportunity to work within a collaborative and supportive team environment.
Eden Scott is an equal opportunity employer and welcomes applications from all qualified individuals.