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Job Details

Salary
Competitive
Closing Date
31/12/2018 15:58
Branch
Grampian
09 October 2018

Investment Manager - Grampian

The Grampian Branch is seeking an Investment Manager with an established client bank to join their team based in Huntly.

Reporting to the Head of Office, the role involves handling the day-to-day management of advisory and discretionary portfolios and day-to-day dealings.
 
Main responsibilities
  • Managing investment portfolios for Advisory and Discretionary clients, in accordance with the agreed risk profile and objectives.
  • Maintaining good relationships with clients and expanding the client network with business development strategies.
 
Desirable skills and experience
  • A detailed knowledge of all aspects of investments and the markets generally.
  • Excellent written and verbal communication skills.
  • High level of confidence with an outgoing and friendly manner.
  • Good time management skills and the ability to work well within a team.
  • An up-to-date valid statement of Professional Standing.
  • Able to provide a dealing service to Execution-only clients.
 
Qualifications
Applicants must be RDR qualified and hold industry level qualification e.g. CISI Level 4 Investment Advice Diploma in Securities; Level 6 PCIAM Diploma; CISI Masters (Wealth Management); or equivalent accredited body retail qualification relating to securities.
 
Benefits: A range of engagement options are available and would be discussed as part of the recruitment process.
 
If you are looking for a new opportunity with a firm which provides the flexibility for you to manage your clients’ portfolios to suit their individual needs, please send your CV.
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