City of Edinburgh
£40000 - £50000 per annum
0113 274 3000
6 months ago
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.
- 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.