Rgh-Global Limited is seeking a Junior Investment Associate in Edinburgh to support Investment Managers and the portfolio team with client service and data preparation. Hybrid working is available after probation, and the role focuses on compliant, accurate client records and timely trade execution.
You will draft communications, help prepare meetings, and assist with KYC/CDD data, portfolio administration, and monitoring to deliver strong client outcomes.
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Junior Investment Associate – Client Relations (Edinburgh, Hybrid) employer: RGH-Global Limited
Join a leading wealth management practice in Bournemouth, where you'll thrive in a supportive environment that prioritises client relationships and high-quality financial planning. With a competitive salary, annual bonuses, and hybrid working options, this role offers not just a job but a pathway for professional growth and development, backed by an experienced team dedicated to your success.
