Role requirement
Vacancy type
Permanent
Sector
Private Wealth Management
Specialisim
Client Services / Relationship Management
Location
Edinburgh
Language skills
English
Job reference No.
15933
Salary
Competitive
Data Published
24/01/2025
Closing date
21/02/2025
Job Description:
Our client, a reputable financial services firm, are seeking an enthusiastic Investment Manager to join their team in Edinburgh on a permanent basis.
In this role you will assist with building and nourishing relationships with clients and intermediaries and help with the management of their portfolios.
Essential Skills/Experience:
- Experience working in a similar role in the Financial Services / Investment or Wealth Management space.
- Qualifications: Either the CISI Investment Advice Diploma Level 4 OR full Investment Management Certificate (IMC) + CFA Level 1
- Strong communication and teamworking skills
- Good knowledge of asset classes, portfolio management process and investment products and ideally an interest in sustainable investing
- Good IT skills and ability to learn and adapt to new systems.
Benefits:
- A highly competitive salary
- Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 15933
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
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Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM
Contact
Kamilla has been an integral part of Core-Asset Consulting for almost 12 years. She finds immense satisfaction in supporting people to transform their lives, and her approach is driven by empathy and connection. Specialising in permanent recruitment, Kamilla’s expertise spans front-office investment management, client management, and actuarial.
She excels in finding the perfect fit across all asset classes and geographies, taking pride in the challenge of locating the ideal candidate for each client. Kamilla’s dedication goes beyond filling roles; she supports long-standing relationships, understanding every aspect of her candidates' journeys. This deep connection allows her to provide exceptional value to clients and candidates alike. Her efforts have helped individuals relocate from Asia to the UK, change career paths, and follow their dreams. Kamilla has a first-class degree in Business Management, and is trilingual in English, German and Russian.
We put people before profit, service before sales and ethics above all.
Betsy Williamson Chief Executive Officer