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- Tasks: Manage client portfolios and build long-term relationships while identifying growth opportunities.
- Company: Dynamic investment firm located in the heart of Manchester.
- Benefits: Competitive salary, hybrid working, and a comprehensive benefits package.
- Why this job: Join a team where your skills can directly impact clients' financial success.
- Qualifications: Experience in the investment industry and strong client service skills required.
- Other info: Embrace a culture of diversity, equity, and inclusion.
The predicted salary is between 28800 - 48000 £ per year.
My client is based in the centre of Manchester and they are currently recruiting for a Client Portfolio Manager to join their investment team.
Responsibilities include:
- Acting as a point of contact
- Communicating professionally, courteously, and effectively with clients by telephone, email, letter, and face-to-face
- Assisting with long-term relationships with a portfolio of clients
- Identifying business development opportunities within the existing client base
- Working alongside Senior Client Manager following meetings to discuss the client's circumstances and be involved in creating and implementing a financial strategy to meet the client's financial objectives and circumstances
- Maintaining ongoing relationships with the clients, keeping them informed, answering queries, and arranging review meetings
- Identifying client needs at a review and undertaking preparation, collaborating with other colleagues and teams where appropriate
- Articulating our services to clients and identifying business opportunities based on their needs
- Understanding the needs of our clients and being able to respond effectively with appropriate service suggestions
- Ensuring all clients are contacted on a regular basis
- Ensuring client-facing documents are accurate and appropriate for the client
What's needed:
- Solid investment industry experience
- Good client service skills
- Investment Advice Diploma is essential (or close to completion)
The company offers a more than competitive benefits package together with hybrid working.
Our Diversity, Equity and Inclusion Mission: At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
Client Portfolio Manager employer: IDEX Consulting
Contact Detail:
IDEX Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Portfolio Manager
✨Tip Number 1
Network like a pro! Reach out to your connections in the investment industry and let them know you're on the lookout for a Client Portfolio Manager role. You never know who might have the inside scoop on an opportunity or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews by researching the company and its clients. Understand their needs and how you can help meet their financial objectives. This will show that you're not just another candidate, but someone who genuinely cares about their clients.
✨Tip Number 3
Practice your communication skills! Since you'll be dealing with clients face-to-face and over the phone, make sure you can articulate your thoughts clearly and professionally. Role-play with a friend or use video calls to get comfortable.
✨Tip Number 4
Don't forget to apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can sometimes give you an edge. Plus, it’s super easy to keep track of your applications that way!
We think you need these skills to ace Client Portfolio Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Client Portfolio Manager role. Highlight your investment industry experience and client service skills, as these are key for us. Use specific examples that demonstrate how you've successfully managed client relationships in the past.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our team. Mention your Investment Advice Diploma and how it complements your experience. Keep it professional but let your personality show through!
Showcase Your Communication Skills: Since you'll be communicating with clients regularly, it's crucial to showcase your communication skills in your application. Use clear and concise language, and make sure there are no typos or grammatical errors. We want to see that you can articulate ideas effectively!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, you’ll find all the details about the position and our company culture there!
How to prepare for a job interview at IDEX Consulting
✨Know Your Clients
Before the interview, research the company’s client base and their investment strategies. Understanding who their clients are and what their needs might be will help you articulate how you can contribute to maintaining and enhancing those relationships.
✨Showcase Your Communication Skills
As a Client Portfolio Manager, effective communication is key. Prepare examples of how you've successfully communicated with clients in the past, whether through phone calls, emails, or face-to-face meetings. This will demonstrate your ability to maintain professional relationships.
✨Highlight Your Industry Knowledge
Brush up on current trends in the investment industry and be ready to discuss them. Showing that you’re knowledgeable about the market and can identify business development opportunities will set you apart from other candidates.
✨Prepare for Scenario Questions
Expect questions that ask how you would handle specific client situations. Think of scenarios where you had to identify client needs or resolve issues. Practising these responses will help you feel more confident during the interview.
