At a Glance
- Tasks: Support Investment Managers with portfolio management and client communications.
- Company: Respected Wealth Management firm in Edinburgh.
- Benefits: Competitive salary, 25 days leave, pension, and private medical insurance.
- Other info: Great career progression opportunities in a dynamic environment.
- Why this job: Join a growing team and make a real impact in financial services.
- Qualifications: Experience in investment support and strong communication skills.
The predicted salary is between 50000 - 60000 £ per year.
Recruit UK is working with a well-respected Wealth Management firm in Edinburgh, offering an excellent opportunity for an experienced Investment Associate to join their growing team. As an Investment Associate you will play a key role in supporting Investment Managers in delivering exceptional client service by preparing portfolio reviews, performance reports, investment presentations, client communications, and meeting documentation.
Responsibilities:
- Assist with portfolio management and operations, including trade execution, portfolio monitoring, account administration, KYC/CDD processes, and ensuring compliance with regulatory and internal standards.
- Build and maintain client and intermediary relationships, preparing proposals for prospective clients, conducting investment research, and supporting new business opportunities.
What’s in it for you:
- Competitive salary up to £35,000 (depending on experience).
- 25 days’ annual leave, increasing with length of service.
- Auto-enrolment pension.
- Share Incentive Plan.
- Private Medical Insurance.
- Death in Service (DIS) cover.
- Income Protection.
We think you need these skills to ace Investment Associate in Edinburgh
Portfolio Management
Trade Execution
Portfolio Monitoring
Account Administration
KYC/CDD Processes
Regulatory Compliance
Client Relationship Management
