Client Portfolio Manager

IDEX Consulting; Manchester; Hybrid; GBP 80,000 - 100,000; Full time

Job summary

A leading investment firm based in Manchester is looking for a Client Portfolio Manager to join their team. The successful candidate will maintain long-term client relationships, identify business opportunities, and ensure excellent client service. Candidates should have solid experience in the investment industry and preferably hold an Investment Advice Diploma. This position offers a competitive benefits package and hybrid working options.

Benefits

Competitive benefits package

Hybrid working

Qualifications

• Experience in the investment industry is mandatory.
• Strong communication skills are essential.
• Ability to manage client relationships effectively.

Responsibilities

• Act as a point of contact for clients.
• Assist with maintaining long-term client relationships.
• Identify business development opportunities.

Skills

Solid investment industry experience

Good client service skills

Education

Investment Advice Diploma

Job description

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
• Good client service skills
• Investment Advice Diploma is essential (or close to completion)

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

For more information please contact Graeme Hyland on 07896 933622 or email [e-mail]

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