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- Tasks: Manage client portfolios and deliver exceptional investment strategies while seeking new business opportunities.
- Company: Leading financial services firm in the UK with a strong reputation.
- Benefits: Flexible remote work, competitive salary, and opportunities for professional growth.
- Why this job: Join a dynamic team and make a real impact on clients' financial success.
- Qualifications: Deep knowledge of financial markets and proven experience with private clients.
- Other info: Work in a collaborative environment with excellent career advancement potential.
The predicted salary is between 36000 - 60000 £ per year.
A leading financial services firm in the UK seeks a Client Portfolio Manager to provide high-quality investment management to existing clients while pursuing new business opportunities. This role requires deep knowledge of financial markets, collaborative skills, and a proven track record with private clients.
You will have flexibility with remote work but are expected to work in the Manchester office at least six days a month, ensuring top-tier client service and investment management.
Hybrid Client Portfolio Manager — Grow Discretionary Book in Manchester employer: NatWest Group
Contact Detail:
NatWest Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Hybrid Client Portfolio Manager — Grow Discretionary Book in Manchester
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the hunt for a Client Portfolio Manager role. You never know who might have the inside scoop on opportunities or can refer you directly.
✨Tip Number 2
Showcase your expertise! When you get the chance to chat with potential employers, be ready to discuss your knowledge of financial markets and your experience with private clients. Bring real examples to the table that highlight your success in investment management.
✨Tip Number 3
Be proactive! Don’t just wait for job postings to pop up. Reach out to firms directly, especially those you admire. Express your interest in their work and ask if they have any upcoming opportunities for a Client Portfolio Manager.
✨Tip Number 4
Apply through our website! We make it super easy for you to find and apply for roles like this one. Plus, it shows you're serious about joining our team and helps us keep track of your application more efficiently.
We think you need these skills to ace Hybrid Client Portfolio Manager — Grow Discretionary Book in Manchester
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Client Portfolio Manager role. Highlight your knowledge of financial markets and any relevant achievements in investment management to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to showcase your passion for investment management and how your collaborative skills can benefit our team. Don’t forget to mention why you’re excited about working with us at StudySmarter.
Showcase Your Track Record: We love seeing evidence of your success! Include specific examples of how you've managed private clients and pursued new business opportunities in your application. Numbers and results speak volumes!
Apply Through Our Website: To make sure your application gets the attention it deserves, apply directly through our website. It’s the best way for us to keep track of your application and ensure you’re considered for this exciting opportunity!
How to prepare for a job interview at NatWest Group
✨Know Your Financial Markets
Make sure you brush up on your knowledge of financial markets before the interview. Be prepared to discuss recent trends, investment strategies, and how they could impact client portfolios. This shows that you're not just knowledgeable but also proactive about staying informed.
✨Showcase Your Collaborative Skills
Since this role requires strong collaborative skills, think of examples from your past experiences where you've successfully worked with teams or clients. Be ready to share how you’ve built relationships and contributed to team success, as this will resonate well with the interviewers.
✨Demonstrate Your Client Management Experience
Prepare to discuss your track record with private clients in detail. Highlight specific cases where you’ve provided exceptional service or turned around challenging situations. This will help illustrate your capability to manage and grow a discretionary book effectively.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask thoughtful questions about the firm’s approach to investment management and client service. This not only shows your genuine interest in the role but also gives you a chance to assess if the company aligns with your values and career goals.
