Investment Director, Third Party Distribution

Edinburgh, United Kingdom

Investment Director, Third Party Distribution

Edinburgh, United Kingdom

This job posting is no longer active

The Business

We're looking for an Investment Director, Third Party Distribution to join us in Edinburgh

  • This role is part of a new initiative by Adam Investment to open up a new distribution channel by engaging with Independent Financial Advisors (IFAs) with clients who would benefit from our discretionary portfolio management service
  • It's is an opportunity to be a key part of a successful growing business and to help build a new distribution channel

What you'll do

You'll support the achievement of attracting new funds to the bank by driving lead flow and resultant income. You'll achieve this by developing long term business relationships with IFAs, who have the capability to deliver long term client relationships to Adam Investment Management discretionary portfolio management service. You may also interact with the charity sector. 

Additionally you role will involve:

  • Maintaining relationships with key business contacts both internally and externally, and providing introductions to colleagues who will manage the portfolios on an ongoing basis
  • Undertaking profiling and initial fact finds to review business partners
  • Facilitating the due diligence process to support the account opening of new clients to Adam Investment
  • Overseeing the smooth referral of new clients to a Relationship Manager and in conjunction with the Executive Director responsible for client experience
  • Providing reports on your own progress related to business acquisition and initiatives
  • Monitoring and tracking new business activity in conjunction with the Investment Support team

The skills you'll need

We're looking for someone with experience of working in a business or division with an appropriate bias towards private clients and management of client investment portfolios. 

You'll also demonstrate:

  • Experience of relationship management and communication skills, as you'll work with multiple stakeholders both internally and externally
  • The ability to build and generate new business from third party relationships
  • A good understanding of investment management theory and application
  • The ability to articulate the principles behind analysing Investment performance
  • Experience in risk management and control frameworks

It would be beneficial to have CFA, PCIM or other relevant investment qualifications. 

How we'll reward you

In return, we offer a competitive salary plus 30% cash and benefit funding programme that can be tailored to suit your individual needs. In addition, we provide a wide selection of exclusive lifestyle offers, development and learning programmes, services and support designed to help you manage and balance your work/life priorities.

Visit our reward and benefits page for more information on the benefit packages we offer.


At RBS, we want everyone to feel welcome, regardless of your background or needs. If you need adjustments making to your working environment, we’ll do everything we can to support you. As part of this commitment, we offer flexible working options for some of our roles - find out more.

As a Financial Services organisation we comply with and support the requirements set by our Regulator, the Financial Conduct Authority (FCA), which are designed to protect our customers. This role falls under Conduct Rules of the Individual Accountability Regime (IAR) and is subject to pre-employment screening. This means if your application is successful, you’ll need to satisfy some important background checks before you can start working with us. These will include a full credit check, a criminal record check, residency and right to work checks.

Apply for one of our graduate programmes or internships and find out how you can be part of our story.

Follow us on LinkedIn, Twitter and Facebook to stay up-to-date with career opportunities and be part of the conversation.

If you don’t find the right role today, the best way to find out about other opportunities is by registering your details with us.

Talent Network