Portfolio Manager

Job Description:

We are working on an exciting opportunity for a Portfolio Manager to join the team at a leading investment firm in Edinburgh.

The successful candidate will look after all elements of managing client portfolios for the business, including client relationships, portfolio construction, investment research and business development.

• CISI Level 7 Wealth Management qualification or FCA recognised equivalent.


• In depth knowledge and understanding of financial instruments, asset classes, portfolio construction methods and investment risk


• Excellent communication skills with the ability to summarise complex issues clearly and succinctly.

• Responsible for the construction, implementation and monitoring of suitable client portfolios.


• Manage Private Client portfolios in the best interests of the client, constructing suitable portfolios following the firm's processes.


• Ensure first class standard of client service to build significant and long-lasting client relationships.


• Playing an active member of the Asset Allocation Committee, Stock Selection Committee and assigned Asset Research Group(s).


• Develop the business by marketing the firm to potential new clients.


• Work closely with the Financial Planners to provide a full service to a growing number of clients.

• 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: 16144

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

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

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