JJ SEARCH LIMITED in the United Kingdom is seeking a Client Portfolio Manager for a wealth management firm serving high-net-worth clients.
The role focuses on managing a £50 million client book, maintaining relationships with clients and financial advisers, and supporting the portfolio management team.
Candidates should have 5 years' experience in client portfolio management and Level 6 qualification to provide investment advice.
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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.
