Private Client Investment Management, Team Manager – Relationship Management – Scotland Private Client Investment Management, Team Manager  …

Jigsaw Search
in Edinburgh, Scotland, United Kingdom
Permanent, Full time
Last application, 19 Oct 20
Very Competitive
Jigsaw Search
in Edinburgh, Scotland, United Kingdom
Permanent, Full time
Last application, 19 Oct 20
Very Competitive
Dual role; managing/developing private client relationships and overseeing a team with a fast-growing UK Investment Management company.

Responsibilities

  • Individual people management and development
  • Drive sales and implement company and personal strategy to the role and team
  • Engage with new and existing clients to contribute to asset growth
  • Help to generate company proposition relevant to clients
  • Manage and improve client database for new and existing clients
  • Work alongside sales, relationship management and portfolio management to ensure best practice
  • Train and mentor new and existing team members
  • Training and supervision of all team members to ensure regulatory and non regulatory workloads are enforced
  • Manage team appraisals, training and overall structure of the team
  • Ensure culture of the team and general practices of the company are adhered to

Experience

  • Solid Investment Management background essential
  • CISI PCIAM or equivalent – level 6 minimum
  • Private client relationship management and business development experience essential
  • Ideally some team management experience
  • Strong understanding of portfolio management techniques including asset allocation and portfolio construction
  • Strong knowledge of current regulatory requirements
  • Ability to travel when needed
  • Strong stakeholder management with the ability to work closely with investment teams and relationship managers
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