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Client Account Manager - Investments - Edinburgh

Location: EDINBURGH, MIDLOTHIAN, UNITED KINGDOM Salary: 26,000.00-30,000.00 GBP (UK Pounds) Per annum, inc Benefits
Sector: Insurance Job Type: Permanent
Shift Type: N/A Applications: 4
Posted: 8 months ago Reference: X3-240679

Reed is working with a highly successful, well-known Asset Management / Wealth Management company with a large, strong client following and offices throughout the UK including Edinburgh.

They are currently going through a period of growth. Could you be the next person to join their Investment team as a Client Account Manager?

They are looking for an experienced Investment Account Manager to work in conjunction with the Investment Managers in Edinburgh and Glasgow, based from their Edinburgh offices.

You will be involved with managing the on boarding process and ensuring they provide best in class service to our clients. You will be responsible for all aspects of Client Management for client base invested across a wide range of products via both segregated accounts and pooled vehicles.

You should have at least 2 year’s client service experience within an Investment Management support environment and have an understanding of legal, Compliance and Custody Relationships.

You should understand pooled vehicles and equity, fixed income and alternative investments. In addition to this, you should have a proactive and innovative approach to both client and internal/external adviser relationships.

You can expect a great benefits package with salary up to £30,000 (DOE) plus benefits package plus attractive annual bonus scheme.

For further information, please apply or contact Kenny Blair on 0141 241 4700 or 07891370884

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