Portfolio Manager

Core-Asset Consulting Ltd; City of Edinburgh; On-site; GBP 50,000 - 80,000; Full time

Job summary

A leading investment firm in Edinburgh is seeking a Portfolio Manager to oversee client portfolios, including construction and investment research. The ideal candidate will have a CISI Level 7 Wealth Management qualification and demonstrate excellent communication skills. Responsibilities include client relationship management and participation in investment committees, ensuring top-tier service and business development.

Benefits

Highly competitive salary

Wider benefits package

Qualifications

• In-depth knowledge of asset classes and portfolio construction methods.
• Ability to summarise complex issues succinctly.

Responsibilities

• Construct, implement, and monitor suitable client portfolios.
• Manage Private Client portfolios according to the firm's processes.
• Develop the business by marketing to new clients.

Skills

Wealth Management

Knowledge of financial instruments

Communication Skills

Education

CISI Level 7 Wealth Management qualification or FCA recognised equivalent

Job description

Job Description:

We are working on an exciting opportunity for a Portfolio Manager to join the team at a leading investment firm in Edinburgh. The successful candidate will be responsible for managing all elements of client portfolios, including client relationships, portfolio construction, investment research, and business development.

Skills/Experience:

• CISI Level 7 Wealth Management qualification or FCA recognised equivalent.
• In-depth knowledge of financial instruments, asset classes, portfolio construction methods, and investment risk.
• Excellent communication skills with the ability to clearly and succinctly summarise complex issues.

Core Responsibilities:

• Construct, implement, and monitor suitable client portfolios.
• Manage Private Client portfolios in the best interests of clients, following the firm's processes.
• Provide a first-class standard of client service to build long-lasting relationships.
• Participate actively in the Asset Allocation Committee, Stock Selection Committee, and Asset Research Groups.
• Develop the business by marketing the firm to potential new clients.
• Collaborate closely with Financial Planners to serve a growing client base.

Benefits:

• Highly competitive salary
• Wider benefits package

Core-Asset Consulting is an equal opportunities employer and welcomes applications from everyone regardless of age, disability, gender, gender identity or expression, race, ethnicity, sexual orientation, religion, marital or civil partnership status, or pregnancy.

Job reference: 16144

Applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.

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Core-Asset Consulting provides recruitment services to the asset management, finance, legal, and wider financial services sectors in Scotland.