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Portfolio Manager

  • Location


  • Sector:

    Wealth Management

  • Job type:


  • Salary:

    £45000 - £55000 per annum, Benefits: Market leading bonus + benefits scheme

  • Contact:

    Graeme Winn

  • Contact email:


  • Contact phone:

    0113 274 3000

  • Job ref:


  • Published:

    3 months ago

  • Expiry date:


  • Startdate:


  • Consultant:


Despite the current pandemic we find ourselves in I am pleased that I am working with businesses who still have capacity to operate and function where possible and continuing with plans brought in at the beginning of the year. 

This is demonstrated by the current need of a leading brand who are looking to recruit a Portfolio Manager into their busy Edinburgh offices.

Through continued growth and increased AUM this is an exciting time to join a business that offers exposure to HNW/UHNW clients. The business can demonstrate longevity of staff and are known to encourage promotion within. 

Responsibilities include:
- To provide high quality, professional Fund Management services to HNW/UHNW private clients, pension funds, charities and advice to Investment Managers
- Implementing both asset allocation and stock/fund selection decisions, in line with various committee changes and/or proactively
- Assess investment objectives for private clients, pension funds and charities
- Contribute ideas to the development of the team's investment strategy
- Construct portfolios

Ideally you will have experience within a similar role, be CISI level 4 (IAD) qualified as a minimum and ideally studying or recently qualified level 6/7. 

This role will suit a technically focussed individual who enjoys analysis and research within the industry and is happy to challenge the team.