Private Client Manager

Scotland, Edinburgh
14 May 2019
11 Jun 2019
Cliodhna McDonnell
Job Role
Finance Manager
Contract Type
Level of qualification

The Private Client Manager is responsible for understanding and reviewing clients' financial objectives, attitude to risk, existing personal circumstances and then proposing a suitable strategy, using the Wealth management services.
Building relationships with both new and existing private clients.
Lead flow for prospective clients will arise from a variety of sources including general marketing, events attendance, referrals, partnerships and professional relation

Client Details

Edinburgh based Investment Management Company seeing positive growth


  • Understanding and reviewing client's financial needs, attitude to risk, personal circumstances and current investments to propose suitable solutions and strategies to help meet their objectives
  • This involves reviewing existing investment portfolios, often producing a detailed written review and proposal as to how we might alter the investments, taking into account a client's investment aims, attitude to risk and personal circumstances including the tax situation. This will require meeting prospective clients to present our proposed solutions
  • "Managing out" existing investments and reinvesting the capital into the companies managed portfolios
  • Regular reporting of changes within portfolios and performance to clients
  • Attending review meetings with clients as required to maintain a suitable investment strategy appropriate for the client and his/her aims
  • Highlighting wealth management opportunities for referral to internal Financial planners or execution themselves if authorised with the companies wider wealth management service

Developing Business with New Clients

  • To engage with and understand prospective clients needs
  • To present and discuss the appropriate company proposition to prospective clients and follow through individually tailored proposals, to reflect the proposition agreed with them
  • To convert such prospective clients into clients of the company and gain additional assets and revenue.

Maintaining relationships with existing clients

  • To continually engage with existing clients, deepening and developing relationships
  • To provide ongoing support and administration to existing clients
  • To regularly review existing clients circumstances to ensure suitable for their current circumstances
  • To maintain adequate records of all ongoing and pertinent communications with clients

Other Responsibilities

  • To make presentations on the company proposition to relevant parties
  • To maintain the sales and CRM databases of prospective and existing and clients, and to provide the required forecasting and business plan information
  • To work closely with relevant Assistants
  • To work in a close and flexible team with all PCM's, Assistants and Business Development colleagues to subscribe to the Mission and Tenets and TCF initiative
  • Other responsibilities and duties as reasonably required by the company and the relevant line manager


  • RMs should have a high degree of private client wealth and investment management knowledge including portfolio construction, asset allocation, UK and overseas investment markets, performance measurement and regulatory responsibilities. They should also be aware of the changing trends within our industry and have an appreciation of the opportunity and challenges of working with internal financial planners
  • The successful candidate should be CF30, and ideally hold the CISI PCIAM paper or equivalent and hold, or be eligible to apply for, a Statement of Professional Standing

  • Level 6 qualified

  • This role is Edinburgh based, with occasional travel to 7IM Head Office in London

Job Offer

Competitive base salary with additional company benefits

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