Our client is a respected discretionary investment manager, who are seeking to appoint an experienced private client Investment Manager to their stable team. As an Investment Manager, you will be responsible for advising and managing individually tailored portfolios designed to achieve client's investment objectives to enhance their wealth. We are keen to speak to those with a proven track record of managing a high-net-worth client base.
The role will include meeting clients to understand their investment aims and attitude to risk, asset allocation, portfolio maintenance, maintaining a good understanding of the macro environment, being a highly responsive point of contact, and building relationships with professional intermediaries. This role is in Northeast Scotland and office based until probation and will then move to hybrid.
Key responsibilities
1. Manage a range of advisory and discretionary portfolios advising and tailoring them to achieve the client's investment objectives within the agreed timescales.
2. Maintain and enhance client relationships to the highest possible standard, regularly meeting with them to provide updates and discuss new business.
3. Develop client portfolios to meet the client's objectives, determining their suitability, investment performance and tax considerations.
4. Carry out marketing, business development and networking activities as required by the firm, including pitching documents & presentat...