Investment Manager

Posted 13 September by JohnstonGreer

Investment Manager

£50,000 to £55,000 plus benefits

JohnstonGreer is representing a leading Wealth Management firm with regards to the recruitment of an additional Investment Manager for the Edinburgh office, dealing with an existing portfolio of High Net Worth Individuals and their families regarding investment planning.

You will be responsible for servicing an existing portfolio of clients and proactively promoting new business across the full range of Investments including Equities, Funds, Fixed Income and alternative Investments. As well as the current portfolio business will be developed through internal introducers, networking and seminars.

Candidates will be Level 7 Wealth Management qualified with excellent communication skills combined with experience of dealing with highly knowledgeable and wealthy clients regarding their financial planning. You will be currently operating within the Investment Management or Financial Advice arenas.

JohnstonGreer is a recruitment agency that specialises in the Actuarial, Insurance, Investment, Pension and Wealth Management sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.

Required skills

  • Investment Management
  • Investments
  • Wealth Management
  • CF30
  • Level 7 Wealth Management

Application question

Are you an experienced in Investment Manager?

Reference: 36101627

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