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Portfolio Manager

  • Location


  • Sector:

    Wealth Management

  • Job type:


  • Salary:

    £45000 - £60000 per annum, Benefits: Market leading bonus + benefits scheme

  • Contact:

    Graeme Winn

  • Contact email:


  • Contact phone:

    0113 274 3000

  • Job ref:


  • Published:

    about 2 months ago

  • Expiry date:


  • Startdate:


  • Consultant:


Despite the current economic and recruitment downturn we are experiencing I am delighted to be working with businesses who still have ambition and capacity to grow whilst 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 team.

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

Due to the new normal of working from home and flexible working once offices open, recent and relevant experience within Portfolio Management is essential with CISI level 4 (IAD) as a minimum qualification and ideally studying or recently qualified level 6/7. A strong technical mind with the ability to communicate and challenge the senior directors is vital within this role.