Equity Client Relationship Manager

Eden Scott

Equity Client Relationship Manager

Salary Not Specified

Eden Scott, Edinburgh

  • Full time
  • Permanent

Posted 1 week ago, 10 Sep | Get your application in now before you're too late!

Closing date: Closing date not specified

job Ref: E100924

Full Job Description

Eden Scott's client is seeking a dynamic Equity Client Relationship Manager to join our clients growing team in Edinburgh. The role is hybrid and travel is required

Key Responsibilities:

  • Manage and nurture relationships with a portfolio of high-net-worth clients, ensuring their investment needs are met with tailored solutions.
  • Provide ongoing financial advice and guidance, ensuring clients remain informed about their investment performance.
  • Collaborate with internal teams to deliver a seamless and client-focused experience.
  • Proactively identify opportunities for clients to enhance their investment strategies.
  • Ensure all regulatory and compliance guidelines are adhered to at all times.

Skills & Qualifications:

  • Proven experience in investment management or client relationship roles within financial services.
  • Excellent communication and interpersonal skills, with the ability to build trust and rapport with clients.
  • Strong understanding of investment products, financial markets, and regulatory requirements.
  • Ability to work under pressure, meet deadlines, and manage multiple client accounts effectively.
  • Professional qualifications such as CFA or equivalent would be advantageous.
  • Be part of a leading investment firm with a reputation for excellence.
  • Career development opportunities with ongoing training and support.
  • Competitive salary and benefits package, including bonus schemes, pension contributions, and more.

Please only apply if you are based in Scotland and can travel to Edinburgh, this role does not allow for sponsorship

If you are interested in this role please contact Karen Kerr or email karen.kerr@edensott.com or call Karen on

This position may be just one of numerous opportunities we are handling that you could have an interest in pursuing. If you have not been in touch with us before please call us on or drop off a CV at financialservices@edenscott.com and we will make sure the most relevant Consultant gets back to you as soon as possible. Please note that we never send CVs anywhere without your prior consent.