Client Portfolio Administrator Assistant
- Edinburgh
- Negotiable
- Permanent
Eden Scott's client is currently seeking Investment Manager to join their company based in Perth , the successful individual will work within a collaborative and innovative team dedicated to enhancing clients' wealth and delivering top-tier, personalised investment management.
As an Investment Manager, you'll be responsible for creating, advising, and managing individualised portfolios that meet each client's unique investment objectives. You'll use your expertise to provide strategic, creative solutions that enhance wealth and meet specific timescales. Trusted to handle an existing book of business, you will expand our client network using your knowledge of investments and stock markets.
This role offers support for professional growth as part of a dynamic, open team committed to knowledge-sharing and continuous improvement. With a strong emphasis on business development, you'll have the opportunity to contribute to our ambitious growth goals by building and managing relationships with new and existing clients.
Key Responsibilities:
- Manage a variety of advisory and discretionary portfolios tailored to meet clients' objectives.
- Maintain and strengthen client relationships, ensuring exceptional service and portfolio suitability.
- Conduct marketing and networking activities, including creating and presenting pitches to prospective clients.
- Attend investment and research committee meetings, contributing insights and expertise.
- Actively work towards Redmayne Bentley's long-term strategic goals.
Person Specification
- Minimum CISI Level 6 or equivalent qualification.
- Client-focused with a friendly, professional approach.
- Strong network of professional contacts and the ability to identify and leverage opportunities.
- Excellent written and verbal communication skills, with a curious and analytical mindset.
- Adaptable, proactive, and able to work independently within a team-oriented environment.
If you are interested in this role please contact Karen Kerr or email [email protected] or call Karen on 0131 5501129
Please only apply if you are based in Scotland this role does not allow for sponsorship
This position may be just one of numerous opportunities we are handling that you could have an interest in pursuing. If you have not been in touch with us before please call us on 0131 550 1100 or drop off a CV at [email protected] and we will make sure the most relevant Consultant gets back to you as soon. as possible. Please note that we never send CVs anywhere without your prior consent.
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