Senior Client Portfolio Manager – Wealth Management

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

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.