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Wealth Management Portfolio Manager

Client Relationship Lead, Workplace Investing

Job in Edinburgh, City of Edinburgh Area, EH1, Scotland, UK
Listing for: Transamerica Corporation
Full Time position
Listed on 2026-03-10
Job specializations:
  • Finance & Banking
    Wealth Management, Portfolio Manager
Job Description & How to Apply Below
A leading financial services company in Edinburgh is seeking a Client Manager to oversee trust and contract-based client portfolios. The role involves managing client relationships, presenting insights, and collaborating with internal teams. Ideal candidates will have proven expertise in client relationship management, particularly in DC pension products, along with strong problem-solving skills. The position supports a hybrid work model and offers competitive benefits including a generous pension scheme and discretionary bonuses.
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