Investment Specialist Client Portfolio Manager
2 weeks ago
We are looking for an Investment Specialist Client Portfolio Manager to join a leading UK consultancy firm.
This position is ideal for someone who is proficient in maintaining and developing client relationships and is wanting to work alongside portfolio investment managers and analysts.
Some of the main responsibilities will be:
- Working closely with the Relationship Directors to assist during the sales and on-boarding processes.
- Understanding the clients’ requirements to propose portfolio solutions.
- Continuously liaising with the portfolio managers to develop your communication of investment matters.
- Sharing feedback gained from client liaison and industry learnings to aid the evolution of the investment proposition.
- Attending investment committees to outline model portfolio composition, describe portfolio performance and discuss market events.
- Contributing to the design and contents of client facing media.
- Assisting in setting up investment mandate design and providing responses to ad-hoc investment queries.
- Assisting in research and analysis.
If you have knowledge surrounding investments, asset classes, market debt etc. and want to help shape investment client relationships, message me for more information.
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