Investment Manager

 Location: Glasgow
 Salary: Competitive
 Job type: Permanent
 Closes: closed

Meraki Talent are currently recruiting for an Investment Manager to join a leading financial services client.

The Investment Manager will be responsible for providing investment management and financial advice to private clients.

Key responsibilities:

  • Review portfolios regularly and make portfolio changes consulting partner, if appropriate.
  • Communicate with clients - attend and contribute to client meetings
  • Be prepared to discuss general financial matters in conjunction with other specialist departments
  • Refer non-investment matters to relevant specialist
  • Write up client meeting notes
  • Take opportunities to acquire new clients
  • Collate information / documentation for Partner

Key Competencies:

  • Puts the client first and focuses on delivering the right solutions
  • Delivers excellent service
  • Trustworthy
  • Integrity
  • Sound Judgement

Education/Qualifications:

  • Level 6 Diploma in Financial Advice is essential

Key Experience/Skills:

  • Several years, if relevant, of investment experience
  • High levels of numeracy - to check figures and totals
  • Ability to read and understand a set of accounts
  • Excellent communication skills - written and verbal
  • Analytical skills - for stock analysis (if applicable)
  • IT - clear understanding and ability to use; WMFO, Reuters or equivalent, MS Office suite of packages including Excel, Word, PowerPoint, Outlook
  • Sound market knowledge (demonstrable relevant market experience)
financial advice Investment Management Investment Managers private client

Meraki Talent values diversity in our own workforce and we actively support our clients to build diverse and inclusive workplaces. For all our roles, both internal and those on behalf of our clients, we welcome enquiries from everyone

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Associate Consultant

Conall Corrigan


Connall is a Resourcing specialist within our business. Based in Glasgow, Connall helps our consultant secure the best talent for our clients in the Financial Services sector. Prior to joining Meraki, Connall was a resourcing specialist for Santander.