Private Client Investment Manager - Glasgow

Basic + benefits + bonus
Ref: 443 Date Posted: Monday 25 Jan 2021
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Job Title:                    Private Client Investment Management

Location:                    Glasgow

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.

Job Purpose:

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

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