At a Glance
- Tasks: Manage client portfolios and build strong relationships with high-net-worth clients.
- Company: Established Wealth Management firm focused on investment and financial planning.
- Benefits: Competitive salary, professional development, and a dynamic work environment.
- Other info: Opportunity for career growth in a supportive and collaborative atmosphere.
- Why this job: Join a team where you can make a real impact in wealth management.
- Qualifications: 5 years of experience in client portfolio management and Level 6 qualification.
The predicted salary is between 54000 - 66000 £ per year.
The Company: A well-established Wealth Management firm, offering Investment and Financial Planning services to HNW clients.
The Role: The Client Portfolio Manager will be a level 6 qualified individual, who will take the responsibility in managing a Client Book of 50 million, managing the client portfolios and client relationships, ensuring that investment portfolios are managed appropriately in line with investment strategy. The Client Portfolio Manager will lead client conversations and strengthen relationships with clients and financial advisers, supporting the strategic growth of the wealth management business.
Managing client portfolios, the Client Portfolio Manager will be trusted to deliver exceptional service, building relationships with clients and Financial Planners, whilst also providing high quality support to the Portfolio Management team, by managing portfolios, handling payment requests, setting up new accounts, and sending out client documentation.
The Client Portfolio Manager will support Portfolio Managers, taking notes of portfolio changes and preparing investment review letters, creating deals and arranging bulk trades for clients, ensuring portfolios are loaded and set up correctly. They will respond to ‘ad-hoc’ client queries, developing client relationships and ensuring all required tasks are completed in the absence of senior management. The Client Portfolio Manager will act as a point of contact to directly provide information to clients about financial instruments, structured deposits, investment services or ancillary services, either upon the client's request or at the firm's initiative.
The Candidate: 5 years’ experience in Client Portfolio Management, wealth management or investment management, within a client facing role building relationships. Level 6 qualified to give Investment Advice. Strong Excel skills (Pivot tables, VLOOKUPs, etc.).
Client Portfolio Manager , Relationship Manager , Level 6 RDR , Wealth Management in Slough 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.
