Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Manage client portfolios and provide top-notch investment management services.
- Company: Dynamic financial firm with a focus on client relationships and growth.
- Benefits: Flexible work-from-home options and opportunities for career advancement.
- Why this job: Elevate your career while making a real impact in the financial world.
- Qualifications: Deep investment knowledge and experience in managing discretionary clients.
- Other info: Collaborative environment with networking opportunities and professional development.
The predicted salary is between 36000 - 60000 £ per year.
Join us as a Client Portfolio Manager. We’re looking for a Client Portfolio Manager with experience of managing discretionary clients and deep knowledge of financial markets and instruments across the long only and alternative space. In this key role, you’ll be providing a high quality investment management service to existing clients, ensuring the highest level of client service, investment management and regulatory discipline at all times.
Day-to-day, you’ll focus on all aspects of ongoing client servicing, pitching for new business, networking with coverage colleagues and attracting top ups from existing clients. This is an opportunity to raise your career profile with the work you do, while building collaborative relationships with a range of key stakeholders. You’ll work from home some of the time, but you’ll also spend at least six days a month working in the Manchester office.
What you’ll do:
- As a Client Portfolio Manager, you’ll be representing the business's investment house view to a book of core investment clients, as well as prospective investment clients.
- You’ll hold responsibility for all aspects of ongoing client servicing for criteria clients, in line with our right client right adviser principles.
- Your responsibilities will also include:
- Being accountable for meeting business objectives; winning new and retaining existing criteria clients in line with the business’ investment philosophy and policies.
- Handing over prospect cases to colleagues where appropriate, for example, Advisory Portfolio Service, where the client type is outside your remit.
- Presenting the business' investment house view and strategy at internal and client events.
- Safely and effectively delivering client investment proposals, fully incorporating any client imposed investment restrictions in line with relevant policies.
- Maintaining and developing your knowledge of relevant investment management techniques, disciplines, and skillsets to provide the appropriate service to clients.
The skills you’ll need:
- To succeed in this role, you’ll need deep investment knowledge and a hunger to win business and grow your book.
- You’ll also have the necessary qualifications or prerequisites for local regulatory authorisation.
- In addition, you’ll demonstrate:
- Significant experience of relevant financial market and instruments along with Discretionary portfolio management techniques.
- Excellent collaboration and communication skills.
- A proven track record of engaging with private clients at all levels of investment sophistication.
Client Portfolio Manager in Manchester employer: Career Choices Dewis Gyrfa Ltd
Contact Detail:
Career Choices Dewis Gyrfa Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Portfolio Manager in Manchester
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, and don’t be shy about reaching out to potential colleagues or clients on LinkedIn. The more connections you make, the better your chances of landing that Client Portfolio Manager role.
✨Tip Number 2
Show off your expertise! When you get the chance to chat with potential employers or clients, make sure to highlight your deep knowledge of financial markets and discretionary portfolio management. Share insights and trends you’ve noticed – it’ll show you’re not just another candidate, but someone who’s genuinely passionate about the field.
✨Tip Number 3
Practice your pitch! Whether it’s for a new business opportunity or presenting at an event, being able to clearly articulate the investment house view is crucial. Rehearse your presentation skills and be ready to answer any tough questions that might come your way. Confidence is key!
✨Tip Number 4
Don’t forget to apply through our website! We love seeing candidates who are proactive and take the initiative. Plus, it’s a great way to ensure your application gets into the right hands. So, get your application in and let’s see what you can bring to the table!
We think you need these skills to ace Client Portfolio Manager in Manchester
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Client Portfolio Manager role. Highlight your experience with discretionary clients and your knowledge of financial markets. We want to see how your skills align with what we’re looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to showcase your passion for investment management and how you can contribute to our team. Don’t forget to mention any relevant achievements that demonstrate your ability to win and retain clients.
Showcase Your Communication Skills: As a Client Portfolio Manager, communication is key. In your application, make sure to highlight your collaboration and communication skills. We want to know how you engage with clients and colleagues alike!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and get to know you better. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Career Choices Dewis Gyrfa Ltd
✨Know Your Financial Markets
Make sure you brush up on your knowledge of financial markets and instruments. Be prepared to discuss recent trends and how they might impact client portfolios. This will show that you’re not just knowledgeable but also proactive in staying updated.
✨Demonstrate Client-Centric Thinking
During the interview, highlight your experience in managing discretionary clients. Share specific examples of how you've tailored investment strategies to meet client needs. This will demonstrate your commitment to providing high-quality client service.
✨Showcase Your Networking Skills
Since networking is a key part of the role, come prepared with examples of how you've successfully built relationships in the past. Discuss any strategies you've used to attract new business or retain existing clients, as this will resonate well with the interviewers.
✨Prepare for Scenario Questions
Expect scenario-based questions where you’ll need to demonstrate your problem-solving skills. Think about potential challenges you might face in client servicing and how you would address them. This will help you stand out as a candidate who can think on their feet.
