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

JJ SEARCH LIMITED; Bradley Stoke; On-site; GBP 60,000 - 90,000; Full time

Job summary

JJ SEARCH LIMITED is seeking a Client Portfolio Manager to oversee a £50m client book and nurture strong relationships with clients and financial advisers. You will lead client conversations, support the Portfolio Management team, set up accounts, and manage documentation and payments with accuracy.

A Level 6 investment advice qualification and a proven track record in wealth or investment management with advanced Excel skills are required.

Qualifications

• 5 years’ experience in client portfolio management or investment management.

Responsibilities

• Manage client portfolios and maintain client relationships.

Skills

Client portfolio management

Relationship management

Advanced Excel

Education

Level 6 Investment Advice

Tools

Excel

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.)