At a Glance
- Tasks: Manage client portfolios and build relationships while ensuring compliance.
- Company: Leading Wealth Management firm with over £20bn AUM in Edinburgh.
- Benefits: Competitive salary, performance bonuses, and opportunities for professional growth.
- Other info: Opportunity to inherit a client book and expand your network.
- Why this job: Join a dynamic team and make a real impact in wealth management.
- Qualifications: Experience in investment management and strong client relationship skills.
The predicted salary is between 85500 - 104500 £ per year.
Stephenson Executive Search is assisting an Edinburgh-based Wealth Management firm with over £20bn AUM to hire an Investment Manager/Director.
The role is based in Edinburgh and includes inheriting a small book while actively building a larger client base.
You will host client meetings, ensure fair and compliant practices, and manage discretionary portfolios aligned with client risk profiles and objectives.
Travel to present to prospects is required. #J-18808-Ljbffr
Growth-Driven Investment Director — Wealth Management in Edinburgh employer: Stephenson Executive Search
As a leading multi-family office, we pride ourselves on fostering a collaborative and innovative work culture that empowers our employees to excel in their roles. Located in a vibrant financial hub, we offer competitive benefits, continuous professional development opportunities, and the chance to work alongside industry experts in wealth management and private equity. Join us to make a meaningful impact while advancing your career in a supportive environment dedicated to excellence.
Contact Details:
Stephenson Executive Search Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Growth-Driven Investment Director — Wealth Management in Edinburgh
✨Tap into Campus Networks
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We think you need these skills to ace Growth-Driven Investment Director — Wealth Management in Edinburgh
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Stephenson Executive Search.
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Research and Reflect:Before hitting that 'apply' button on Stephenson Executive Search's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Stephenson Executive Search
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Stephenson Executive Search.
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✨Network with Industry Professionals
Before your interview, reach out to current or former Stephenson Executive Search employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
