At a Glance
- Tasks: Manage a £50 million client portfolio and strengthen client relationships.
- Company: JJ SEARCH LIMITED, a leader in client portfolio management.
- Benefits: Competitive salary, flexible working hours, and opportunities for professional growth.
- Other info: Fast-paced environment with excellent career advancement potential.
- Why this job: Join a dynamic team and make a real difference in client financial success.
- Qualifications: Experience in client management and strong communication skills.
The predicted salary is between 58540 - 71548 £ per year.
JJ SEARCH LIMITED is seeking a Client Portfolio Manager to manage a 50 million client book, oversee portfolios in line with strategy and strengthen relationships with clients and financial advisers.
The role involves:
- Leading client conversations
- Supporting the Portfolio Management team
- Handling payments
- Setting up new accounts
- Issuing client documentation
- Responding to queries to ensure exceptional service
Senior Client Portfolio Manager for HNW Clients employer: JJ SEARCH LIMITED
As a leading Wealth Management firm located in Blackpool, we pride ourselves on fostering a collaborative and supportive work environment that empowers our employees to thrive. Our commitment to professional development is evident through tailored training opportunities and a clear pathway for career advancement, ensuring that our team members can grow alongside the firm. With a focus on high-net-worth clients, you will be part of a dynamic team that values innovation and excellence, making this an ideal place for those seeking a meaningful and rewarding career in financial planning.
