Client Investment Manager

Job Description:

We are working on a new opportunity for a Client Investment Manager to join the team at a highly successful investment management services firm in Edinburgh on a permanent basis.



Skills/Experience:

  • Microsoft Office; working knowledge of Salesforce and Vermillion.

  • University degree or equivalent

  • Chartered Status - CFA or Chartered FCSI (Securities & Investment)

  • IMC



Core Responsibilities:

  • Manage book of client relationships with the ambition to provide top class client service and exceed client expectations.

  • Develop and deepen knowledge of your clients;

  • Maintain a deep working knowledge of clients' portfolios, through the integration and cooperation with the investment team and regular attendance of research and company meetings.

  • Contribute to the new opportunities business plan delivery;

  • Provide accurate and timely monthly reporting of individual activities and deliverables;

  • Have a firm grasp on any verbal and written client servicing requirements and the appropriate messaging.



Benefits:

  • A highly competitive salary

  • Wider Benefits package



Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.


Job reference: 15797


To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.


At Core-Asset, we're committed to protecting and respecting your privacy.

Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure.

We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.


By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.


Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users.

For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement


Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.


INDPERM




Share Job