Associate product manager Work, Jobs in Sct (with Salaries)

Junior Investment Associate
RGH‑Global Limited —Edinburgh
- £30,000 - £35,000 a year
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Presentation skills
Investment Accounting Project Manager - Associate
BlackRock Investments —Edinburgh
- Hybrid work
- Analysis skills
- Financial services
- In-person
- Work from home
7d
Project Manager - Dumfries
Hydro International —Dumfries
- Full-time
- Engineering
- Business development
- No degree
- Annual leave
- Employee discount
Quick apply
9d
Payment Operations Associate (12m FTC)
LendInvest —Glasgow
- Hybrid work
- Organisational skills
- Employee assistance programme
- Employee discount
8d
Aberdeen Manager, Repair & Maintenance
Halliburton —Aberdeen
- Full-time
- Team management
In Store Merchandiser
Footasylum —Glasgow
- Training & development
- Communication skills
Visual Lead - Multrees Walk, Edinburgh
ALO —Edinburgh
- Weekend availability
- Team management
- Recruiting
- Leadership
Quick apply
Area Manager, DDD1
Amazon UK Services Ltd. —Dundee
- Full-time
- English
- Master's degree
- Bachelor's degree
Deputy Golf Course Manager
Trump Turnberry - Golf Course & Estates —Turnberry
- Full-time
- Customer service
- Computer literacy
- Computer skills
- Employee assistance programme
- Employee discount
Quick apply
Senior / Associate Project Manager - Real Estate
Turner & Townsend —Edinburgh
- Full-time
- Management
- Databases
- Business development
Quick apply
Sales Associate
H.Samuel —Elgin
- £12.71 an hour
- Part-time
- Customer service
- Employee discount
7d
Key Account Manager
Ecolab Inc. —West Lothian
- Full-time
6d
Assistant Banking Manager, Edinburgh
Hampden Bank —Edinburgh
- Organisational skills
- Communication skills
- Banking
- Annual leave
- Employee assistance programme
CRM Associate
Optimove —Dundee
- Hybrid work
- Bachelor's degree
- Communication skills
ServiceNow Business Analyst, Associate
BlackRock Investments —Edinburgh
- Hybrid work
- No experience needed
- In-person
- Communication skills
- Work from home
Inventory Associate
Chemify Ltd —Glasgow
- Laboratory experience
- English
- Continuous improvement
Quick apply
Client Services Associate
Seven Investment Management —Edinburgh
- Microsoft Word
- CRM software
- Writing skills
Customer Support Collections Associate Glasgow
Aimée Willow Connex —Scotland
- Full-time
- Computer literacy
- Data analysis skills
- Analysis skills
Sales Associate
Ernest Jones —Glasgow
- £12.71 an hour
- Part-time
- Customer service
- Employee discount
Sales Associate
Castore —Glasgow
- Communication skills
Quick apply

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Junior Investment Associate

RGH‑Global Limited
Edinburgh

Apply Now

Job details

Permanent
£30,000 - £35,000 a year

Qualifications

Microsoft Powerpoint
Microsoft Word
Investment
Client engagement
Stakeholder liaison
Mentoring junior staff
Process improvement
Microsoft Office Suite
Bloomberg
Presentation skills
Relationship management
Communication skills
Client onboarding compliance checks
Time management

Full job description

Location: Edinburgh (hybrid working available)

Salary: £30,000-£35,000

Junior Investment Associate – Client Dealing Department

Purpose of the Role

This role provides investment management support to Investment Managers and the wider portfolio team, helping to deliver strong client outcomes. Working efficiently within a compliance-led framework, acting honestly, fairly and professionally in the best interests of clients at all times.

Key Responsibilities

Work alongside an Investment Manager to support client relationships, delivering excellent service and adapting approach appropriately for clients in vulnerable circumstances
Draft client communications and meeting notes on behalf of the Investment Manager
Prepare portfolio information and performance data ahead of client meetings and presentations
Ensure client valuations and tax packs are accurate, complete, and issued in line with internal standards and regulatory requirements
Provide administrative support for ongoing monitoring of client portfolios, flagging any portfolios outside tolerance for the Investment Manager’s review and assisting with resulting actions
Support suitability review processes to help the Investment Manager deliver good client outcomes
Once certified, carry out research under the direction of the Investment Manager, in line with firm standards
Maintain accurate, up-to-date client records covering telephone, face-to-face and email contact
Support timely resolution of client queries or complaints, escalating to Compliance as needed
Gather client information required for CDD/KYC purposes to support account opening and stock transfers; assist with account opening and day-to-day portfolio administration
Support remedial actions arising from compliance monitoring or advice checks, within agreed timescales
Place trades on the firm’s dealing platform based on instructions received from Investment Managers, ensuring accurate execution and booking
Take and place non-complex execution-only client orders in line with documented procedures
Help build and grow client and intermediary relationships with professionalism and integrity; liaise with financial planners, intermediaries, product providers and IFAs as directed
Maintain and update the new business pipeline report and related systems
Prepare pitch documents and presentation materials for prospective clients, under the Investment Manager’s direction
Identify opportunities for internal referrals to other services within the wider group
Support the team in achieving targets through efficient servicing of new and existing clients
Carry out other duties reasonably requested by management

Additional Responsibilities

Work towards and maintain Fitness & Propriety standards required for Certification, including passing annual assessments
Proactively develop industry and market knowledge; complete and log relevant CPD
Identify and report potential process improvements, contributing to best-practice initiatives
Undertake ad hoc projects as directed by the Investment Manager or wider front office management
Support the development of junior colleagues within the investment management team
Support colleagues with client-facing workload while contributing to the investment process

Person Specification

Qualifications

CISI Level 3 (or equivalent) – desirable
Willingness to work towards CISI Level 4 Investment Advice Diploma (or equivalent) within an agreed timeframe – minimum requirement for Certification
Must be assessed as Fit & Proper under the Certification Regime

Systems & Process Knowledge

Proficient in Word, Excel and PowerPoint
Strong understanding of internal procedures and processes (training provided)
Working knowledge of a core wealth management dealing platform (training provided)
Exposure to market data/trading systems such as Bloomberg, Fidessa, Alpha or FactSet advantageous

Regulatory Awareness

Sound understanding of relevant regulatory and compliance requirements, escalating concerns promptly

Core Skills

Able to work unsupervised
Excellent client service skills
Strong communicator with good presentation skills
Highly organised with strong time management; able to work under pressure to deadlines
High accuracy and attention to detail
Strong interpersonal, team-working and influencing skills
Professional, flexible and proactive approach
Good understanding of appropriate boundaries around client contact

Apply Now

Refine Your Search

associate product manager jobs in sct

Junior Investment Associate

Investment Accounting Project Manager - Associate

Project Manager - Dumfries

Payment Operations Associate (12m FTC)

Aberdeen Manager, Repair & Maintenance

In Store Merchandiser

Visual Lead - Multrees Walk, Edinburgh

Area Manager, DDD1

Deputy Golf Course Manager

Senior / Associate Project Manager - Real Estate

Sales Associate

Key Account Manager

Assistant Banking Manager, Edinburgh

CRM Associate

ServiceNow Business Analyst, Associate

Inventory Associate

Client Services Associate

Customer Support Collections Associate Glasgow

Sales Associate

Sales Associate

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