Private Client Investment Manager - Edinburgh

Basic + bonus dependent on experience - Investment Management & Research
Ref: 430 Date Posted: Monday 15 Apr 2019
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Opportunity:                       Private Client Investment Manager

Location:                             Edinburgh

Remuneration:                    Dependent on Experience

 

Opportunity for an experienced Private Client Investment Manager, or Financial Planner who has the necessary knowledge and experience to make the switch, to join an established and expanding wealth Manager.

You will be experienced in developing and managing client relationships, Private, charity and smaller Pension Funds, on a Discretionary basis.  The majority of portfolios will be based on a Multi Asset approach and you will also be working with Financial Planners and tax advisers.  The majority of business development will be via regular networking events, but you are not required to bring clients for this role.

It is likely you will be Level 6 qualified, be CF30 and hold the SPS, however the necessary qualifications and personal attributes will also be taken ointo consideration.

Offices in Edinburgh and London.

Please call David Hill on 0797 999 6365, or email david@keillar.com for additional information.

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