Client Portfolio Manager , Relationship Manager , Level 6 RDR , WealthManagement

JJ SEARCH LIMITED; Bath; On-site; GBP 65,000 - 90,000; Full time

Job summary

JJ Search Limited seeks a Client Portfolio Manager in Bath to manage a 50 million client book, delivering tailored wealth management and investment services. You will lead client conversations, strengthen relationships with clients and financial advisers, and support the Portfolio Management team with portfolio setup and documentation.

The role requires Level 6 qualification to give Investment Advice, five years in client portfolio management, and strong Excel capabilities.

Qualifications

• 5 years’ experience in Client Portfolio Management or related roles.
• Level 6 qualification to provide Investment Advice.
• Strong Excel skills (Pivot tables, VLOOKUPs).

Responsibilities

• Manage a client book and relationships in line with investment strategy.
• Lead client conversations and support growth with financial advisers.
• Process portfolio changes, payments, new accounts, and client documentation.
• Prepare investment review letters and bulk trades; ensure correct setup.
• Respond to ad-hoc queries and provide information on instruments and services.

Skills

Client portfolio management

Wealth management

Relationship building

Financial analysis

Communication

Education

Level 6 Qualification (Investment Advice)

Tools

Excel

Pivot tables

VLOOKUP

Job description

The Company:

A well-established Wealth Management firm, offering Investment and Financial Planning services to HNW clients

The Role

The Client Portfolio Manager will be a level 6 qualified individual, who will take the responsibility in managing a Client Book of 50 million, managing the client portfolios and client relationships, ensuring that investment portfolios are management appropriately in line with investment strategy.

The Client Portfolio Manager will lead with client conversations and will strengthen relationships with clients and financial advisers, supporting the strategic growth the wealth management business.

Managing client portfolios, the Client Portfolio Manager will be trusted to deliver exceptional service, building relationships with clients and Financial Planners, whilst also providing high quality support to the Portfolio Management team, by managing portfolios, handling payment requests, setting up new accounts, sending out client documentation.

The Client Portfolio Manager will support Portfolio Managers, taking notes of portfolio changes and preparing investment review letters, create deals and arrange bulk trades for clients, ensuring portfolios are loaded and set up correctly.

Respond to ‘ad-hoc’ client queries, developing client relationships ensuring all required tasks are completed in the absence of senior management. Act as a point of contact to directly provide information to clients about financial instruments, structured deposits, investment services or ancillary services, either upon the client's request or at the firm's initiative.

The Candidate

5 years’ experience in Client Portfolio Management, wealth management or investment management, within a client facing role building relationships.

Level 6 qualified to give Investment Advice.

Strong Excel skills (Pivot tables, VLOOKUPs, etc.)