Senior Client Portfolio Manager, Wealth Advisory

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

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.