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Author Archives: Mhairi Fisher

  1. Investment Director

    2014/12/10 11:24 am Comments Off on Investment Director

    Investment Director – Head of Investments – Edinburgh

    Our client is a leading UK based private client investment and financial planning firm. As a major industry award winner, they offer an exciting and dynamic working environment, backed up by a solid business dating back over a hundred years with an impressive client base. After a recent period of significant change, they are looking to increase their presence in Scotland, and enlarge the size of the existing Private Client Investment Team. They are consequently seeking an Investment Director to join this expanding team in their Edinburgh Office.

    You will originate from an investment background, with experience of dealing directly with High Net Worth individuals, assessing their attitude to risk, whilst working closely with them to address their investment needs. Knowledge and experience of the successful construction and management of tailored investment portfolios from both a discretionary and advisory stance is key, as is direct equity investment experience.

    As Head of Investments, you will have the necessary excellent interpersonal and people management skills to enable you to successfully manage the existing team of talented investment managers. The emphasis of this role is on the individual having the key skills, gravitas and ambition to develop and drive the business forward. Ideally, you will bring a significant client base with you but in the absence of this, you will be expected to build an agreed value of assets under management within a five year period.

    Remuneration for this post Investment Director role will compare well with market competitors, and will be based on the individual candidate. There is potential for an equity share scheme being awarded in the case of exceptional individuals.

  2. Graduate Opportunity Trainee Wealth Planner

    2014/01/08 3:09 pm Comments Off on Graduate Opportunity Trainee Wealth Planner

    Our client, a leading investment bank, is seeking a recent graduate to join their team as a trainee wealth planner.  The successful candidate will support the regional director in managing discretionary portfolios on behalf of private clients, trusts and charities.  With a keen eye for detail, excellent interpersonal skills and a good understanding of the financial markets, the successful candidate will have a unique opportunity to build a strong foundation for a long career in private wealth management in this role.

    Essential:

    • Excellent communication and interpersonal skills.
    • Strong mathematical and analytical skills.
    • Working knowledge of financial markets (knowledge of products and services would also be of benefit although training and support will be provided)
    • Undergraduate degree (minimum result 2:1).
    • Self-motivation.
    • Able to adapt to fluctuating priorities and demands.
  3. Graduate Opportunity Trainee Investment Analyst

    3:07 pm Comments Off on Graduate Opportunity Trainee Investment Analyst

    Our client, a leading investment bank, is seeking a recent graduate to join their team as a trainee Investment Analyst.  The successful candidate will support the Wealth Management team in managing portfolios of high net worth clients including investment trusts, charities and private clients.  With a keen eye for detail and a good understanding of research and analysis, the successful candidate will assist the team by conducting analysis on financial markets, products and services and preparing reports and presentations for clients.  This role would suit someone who is keen to build a successful career in investment analysis.

    Essential:

    • Excellent communication skills
    • Strong mathematical, analytic and research skills.
    • Working knowledge of financial markets (knowledge of products and services would also be of benefit although training and support will be provided)
    • Undergraduate degree (minimum result 2:1).
    • Self-motivation.
    • Able to adapt to fluctuating priorities and demands.
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