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Portfolio Manager

  • Location

    City of Edinburgh

  • Sector:

    Wealth Management

  • Job type:

    Permanent

  • Salary:

    £40000 - £50000 per annum

  • Contact:

    Graeme Winn

  • Contact email:

    graeme.winn@bwd-search.co.uk

  • Contact phone:

    0113 274 3000

  • Job ref:

    V-61585-1

  • Published:

    3 months ago

  • Expiry date:

    2020-01-14

  • Startdate:

    2019-12-17

  • Consultant:

    #

An excellent opportunity has arisen to join a national Investment Management firm who are looking for a Portfolio Manager to join their busy and growing team in Q1 of 2020. 

The business is keen to speak with individuals who have recent and relevant experience within the industry who are CISI level 4 qualified (Ideally studying towards or recently qualified CISI Level 7) and have strong technical knowledge of Investments. 

Key duties;
- Partnering with Investment Managers and Relationship Managers to offer a methodical approach and an extra layer of critical thinking to ensure that each client achieves their financial goals
- Supporting with the day to day management of client portfolios ensuring compliance within asset allocation, risk budgets and portfolio construction.
- Ad-hoc project involvement

This particular role offers a unique insight of Investment Management and will offer excellent exposure to HNW clients. The business has an excellent reputation of development and promotion within.