JJ SEARCH LIMITED is seeking a Client Portfolio Manager to oversee a £50m client book, manage portfolios in line with strategy, and strengthen relationships with clients and Financial Planners. The role emphasizes high-quality client service and collaboration with the Portfolio Management team.
The ideal candidate has 5 years in client portfolio management or wealth/investment management, and is Level 6 qualified to provide investment advice, with strong Excel skills to support reporting and
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Senior Client Portfolio Manager – Wealth Management 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.
