JJ SEARCH LIMITED Wealth Management seeks a Client Portfolio Manager to oversee a £50m client book and deliver investment guidance aligned with strategy. The role emphasizes building strong client relationships with clients and financial advisers, and delivering high-quality service to affluent clients.
You will lead client conversations, support portfolio management, and provide comprehensive service including preparing letters, arranging bulk trades, and ensuring accounts are loaded correctly.
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Senior Client Portfolio Manager – Wealth & Relationships 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.
