Job Description:

Our client is looking to appoint an Investment Manager on a 12-month fixed-term contract, with hybrid working. The role is about developing investment business and ensuring good client outcomes by building strong relationships, managing client portfolios and contributing to the growth of the firm.

You will lead client relationships, deliver excellent service and actively participate in business development, mentoring and internal initiatives. It marks progression from an Associate role, with increased autonomy, strategic input, and commercial awareness and impact.

Skills/Experience:

• Strong and well-established client and investment management skills.
• Background in investment management, with experience managing portfolios.
• Demonstrated success in client service and business development.
• Level 7 qualification (CWM preferred) and Level 4 IAD qualification.
• Experience in client administration and regulatory compliance.
• Proficiency in research, analysis and IT systems.
• Excellent communication and relationship-building abilities.
• Commercial awareness and the ability to identify growth opportunities.
• A client-centric mindset, with integrity and professionalism.
• A collaborative and proactive approach to team and firm initiatives.
• Ownership, accountability and attention to detail.
• Active listening and adaptability.
• A commitment to continuous improvement and feedback.

Core Responsibilities:

• Take responsibility for seeking excellent client outcomes through proactive service, management of portfolios and suitability oversight.
• Lead client relationships and ensure timely, high-quality interactions, communication and documentation.
• Collaborate with internal and external professional contacts to deliver holistic wealth solutions.
• Maintain strong relationships with portfolio management and other internal teams.
• Ensure investment portfolios are aligned with client objectives and market conditions.
• Maintain a thorough understanding of the firm's investment process and conduct additional research and analysis to support client requirements and outcomes.
• Maintain a strong understanding of the firm's proposition, with commercial awareness of the wider market and clear knowledge of the regulatory framework.
• Evidence growth of the client book in line with firm strategy, as well as a personal business development plan and pipeline of new opportunities.
• Refine your own pitch, delivering it with confidence and clarity.
• Demonstrate commercial awareness and contribute to the firm's growth initiatives.
• Mentor and support junior team members, sharing expertise and fostering development.
• Actively participate in internal forums and be prepared to contribute to committees and business projects as required
• Promote a collaborative culture and uphold the firm's values and standards

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.

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.