Aspiring Portfolio Manager – Wealth Management Support

Huntsrecruitment; City of Edinburgh; On-site; GBP 30,000 - 45,000; Full time

Job summary

A leading financial services firm in Edinburgh is seeking an Assistant Portfolio Manager for their Wealth Management division. The ideal candidate will deliver excellent client service and support Portfolio Managers in managing investments. Responsibilities include preparing client materials, participating in meetings, and managing administrative tasks. Strong IT and communication skills are essential for success in this role, with support for professional qualifications provided.

Benefits

Support for professional qualifications

Flexible working arrangements

Qualifications

• Interest in global financial news and markets is a plus.
• Ability to work under pressure and meet tight deadlines is essential.
• Attention to detail and self-motivation are required.

Responsibilities

• Support Portfolio Managers to manage clients' portfolios and develop trust.
• Be a point of contact for clients and maintain timely responses.
• Prepare client material including meeting packs and reports.
• Participate in external fund manager meetings and internal investment meetings.

Skills

Excellent IT skills

Keen interest in wealth management

Communication skills

Ability to multi-task

Tools

Microsoft Office

Job description

A leading financial services firm in Edinburgh is seeking an Assistant Portfolio Manager for their Wealth Management division. The ideal candidate will deliver excellent client service and support Portfolio Managers in managing investments. Responsibilities include preparing client materials, participating in meetings, and managing administrative tasks. Strong IT and communication skills are essential for success in this role, with support for professional qualifications provided.