At a Glance
- Tasks: Lead bespoke discretionary portfolio solutions and craft tailored investment proposals.
- Company: IDEX Consulting Ltd, a trusted partner in investment management.
- Benefits: Competitive salary, professional development, and a dynamic work environment.
- Other info: Collaborative culture with opportunities for career advancement.
- Why this job: Make a real impact by guiding high-value clients towards their financial goals.
- Qualifications: Proven experience in portfolio management and strong communication skills.
The predicted salary is between 60000 - 80000 £ per year.
IDEX Consulting Ltd in Manchester is supporting a client seeking an experienced Portfolio Manager to lead bespoke discretionary portfolio solutions for high-value clients, acting as a trusted investment partner to translate strategy into tailored outcomes.
You will work closely with Client Advisors and front-office teams to craft and present investment proposals, conduct portfolio reviews, and ensure alignment with house views and governance standards across portfolios.
Senior Portfolio Manager: Bespoke Discretionary & Advisory in Manchester employer: IDEX Consulting Ltd
IDEX Consulting Ltd is an excellent employer that values innovation and integrity, offering a dynamic work culture where compliance and operational excellence are at the forefront of business growth. With flexible working arrangements and a commitment to employee development, team members are empowered to shape processes and drive meaningful change within the insurance sector. Join us in a role that not only challenges you but also rewards your contributions in a supportive environment.
