Client Portfolio Manager

IDEX Consulting; Manchester; Hybrid; GBP 35,000 - 50,000; Full time

Job summary

A dynamic organization based in Manchester seeks a Client Portfolio Manager to lead and maintain key client relationships within their investment team. The ideal candidate will possess solid investment industry experience and an Investment Advice Diploma, ensuring unparalleled service to clients and contributing to their financial success. With a competitive benefits package and opportunities for hybrid working, this role promises a rewarding career.

Benefits

Competitive benefits package

Hybrid working options

Qualifications

• Solid investment industry experience required.
• Investment Advice Diploma is essential (or close to completion).

Responsibilities

• Acting as a point of contact for clients.
• Communicating professionally and courteously.
• Maintaining relationships and answering queries.
• Identifying business development opportunities.

Skills

Client Management

Communication

Business Development

Relationship Building

Education

Investment Advice Diploma

Job description

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My client is based in the centre of Manchester and they are currently recruiting for a Client Portfolio Manager to join their investment team.

• Acting as a point of contact
• Communicate professionally, courteously, and effectively with Clients by telephone, email, letter, and face-to-face
• Assisting with long-term relationships with a portfolio of clients
• Identifying business development opportunities within the existing client base
• Working alongside Senior Client Manager following meetings to discuss the client's circumstances and be involved in creating and implementing a financial strategy to meet the client's financial objectives and circumstances
• Maintaining ongoing relationships with the clients, keeping them informed, answering queries, and arranging review meetings
• Identifying client needs at a review and undertaking preparation, collaborating with other colleagues and teams where appropriate
• Articulating our services to clients and identifying business opportunities based on their needs
• Understanding the needs of our clients and be able to respond effectively with appropriate service suggestion
• Ensuring all clients are contacted on a regular basis
• Ensuring client facing documents are accurate and appropriate for the client

Whats needed:

• Solid investment industry experience
• Investment Advice Diploma is essential (or close to completion)

The company offers a more than competitive benefits package together with hybrid working.