Our client, a national wealth management firm, is seeking an experienced, qualified Investment Manager to join their highly successful Glasgow team.
You will provide personalised investment advice and portfolio management to clients, working in partnership with Financial Planning colleagues to develop relationships.
You will be responsible for maintaining and developing an existing client base as well as further increasing business with the generation of new clients, so previous relationship management and BD experience is required.
Are you ready to embark on an exhilarating journey into the dynamic world of investment management?
We are seeking highly motivated individuals with a passion for finance and a hunger for success to join our prestigious graduate training programme as Trainee Investment Managers.
This is an extraordinary opportunity to kick-start your career in one of the most competitive and rewarding fields in the financial industry.
Due to exciting growth and business needs, a fantastic opportunity has arisen to join a highly boutique wealth management firm in the heart of London, as they seek a high-level support assistant to work directly with the company's Director.
To that end, we are delighted to be recruiting for a senior Chartered Financial Advisor who has the potential to become the business' next owner/Director once the current owner retires.
Our client is preparing for the future and they are actively working on their succession plan.
There is a 5 year plan in place, part of which is focused on hiring a successor to the director now.
A Well-known investment firm is looking for a junior/ assistant Investment Manager who will play a vital role working within the investment team to ensure the department functions effectively and efficiently.
Basic £30,000 - £35,000 plus excellent package
What You Will Do
Monitoring clients' portfolios regularly to meet clients' investment objectives.
The Investment Administrator will provide administrative support to a team of Investment Managers to help them succeed in delivering a bespoke investment management service to their High Net Worth clients.
This client centric role will involve regular communication with private client individuals, directors, trustees, internal and external financial advisers and their support teams, lawyers, accountants, third party product providers and various teams within the company so the role would be suited to someone with experience and confidence in communicating with a variety of people, both verbally and in writing.
RESPONSIBILITIES
Assist with the on-boarding process and facilitate the smooth opening of investment accounts for new and existing clients.
Are you looking to progress your career in Investment Management?
If you are CISI Level 4 qualified and have a keen interest in the investment markets, and want to become part of a growing, award-winning company, then apply now!
I am looking for an experienced Finance Director to own, develop and improve the finance function whilst acting as a true business partner to the Board and Senior Leadership Team to help drive business performance and company growth.
1 finance position) for an expanding real estate / property investment Group operating across multiple jurisdictions.
Are you looking to progress your career in Investment Management?
If you are CISI Level 4 qualified and have a keen interest in the investment markets, and want to become part of a growing, award-winning company, then apply now!