Job Title: Private Client Investment Management
Remuneration: Basic + benefits + bonus
To establish the Glasgow office for a national, fully integrated wealth manager. They are established in Scotland, but now wish to have an office on the west side of the country.
Provide the Company’s clients with investment management services to highest professional standards, developing existing and new client relationships in line with the Company’s strategic business objectives and relevant FCA regulations.
Manage, advise on, action and administer client portfolios in accordance with their objectives and in line with the Company’s investment philosophy and market views.
Maintain a current and well-informed perspective of the prevailing investment climate and market outlook, keeping up to date with professional developments and ensuring that any action carried out is in clients’ best interests.
Continuously review client portfolios for the ongoing suitability of investments with particular focus upon KYC and TCF requirements.
As an FCA approved person, ensure that all records relating to performance reviews (appraisals) and T&C issues are kept fully up to date.
Ensure implementation of, and adherence with, the Company’s HR and Health & Safety policies and procedures.
Delegate and monitor appropriate duties to support staff including the administration of client transactions, back-office liaison and handling client queries.
Qualifications & Experience:
Fully RDR compliant with CISI Level 6 qualification as a minimum.
A proven track record in building and managing a book of private clients and providing them with appropriate investment management solutions.
For further details about this role please contact David Hill on 0797 999 6365, or email email@example.com
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