Investment Specialist Client Portfolio Manager

2 weeks ago


London, United Kingdom BWD Search & Selection Full time

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.



  • London, United Kingdom Insight Investment Full time

    Insight Investment is looking for a Client Service Specialist to join the team in London. The Client Service Specialist is both the daily representative of Insight Investment to its clients and also the client’s advocate internally at Insight. This role will sit within the Pooled Fund Client Service team, servicing clients who access Insight’s...


  • London, United Kingdom Insight Investment Full time

    Insight Investment is looking for a Client Service Specialist to join the team in London. The Client Service Specialist is both the daily representative of Insight Investment to its clients and also the client’s advocate internally at Insight. This role will sit within the Pooled Fund Client Service team, servicing clients who access Insight’s investment...


  • London, United Kingdom Insight Investment Full time

    Insight Investment is looking for a Client Service Specialist to join the team in London. The Client Service Specialist is both the daily representative of Insight Investment to its clients and also the client’s advocate internally at Insight. This role will sit within the Pooled Fund Client Service team, servicing clients who access Insight’s investment...


  • London, United Kingdom Insight Investment Full time

    Insight Investment is looking for a Client Service Specialist to join the team in London. The Client Service Specialist is both the daily representative of Insight Investment to its clients and also the client’s advocate internally at Insight. This role will sit within the Pooled Fund Client Service team, servicing clients who access Insight’s investment...


  • London, United Kingdom Insight Investment Full time

    Job Description Insight Investment is looking for a Client Service Specialist to join the team in London. The Client Service Specialist is both the daily representative of Insight Investment to its clients and also the client’s advocate internally at Insight. This role will sit within the Pooled Fund Client Service team, servicing clients who access...


  • London Area, United Kingdom Insight Investment Full time

    Insight Investment is looking for a Client Service Specialist to join the team in London. The Client Service Specialist is both the daily representative of Insight Investment to its clients and also the client’s advocate internally at Insight. This role will sit within the Pooled Fund Client Service team, servicing clients who access Insight’s investment...


  • London Area, United Kingdom Insight Investment Full time

    Insight Investment is looking for a Client Service Specialist to join the team in London. The Client Service Specialist is both the daily representative of Insight Investment to its clients and also the client’s advocate internally at Insight. This role will sit within the Pooled Fund Client Service team, servicing clients who access Insight’s investment...


  • London Area, United Kingdom Insight Investment Full time

    Insight Investment is looking for a Client Service Specialist to join the team in London. The Client Service Specialist is both the daily representative of Insight Investment to its clients and also the client’s advocate internally at Insight. This role will sit within the Pooled Fund Client Service team, servicing clients who access Insight’s investment...


  • London, United Kingdom Heat Recruitment Full time

    Investment/Portfolio Manager London & South East Basic to £100,000 plus excellent bonus and benefits A leading boutique investment and financial services firm are looking to expand their office with the recruitment of an additional Portfolio Manager to run private client discretionary portfolios within this flagship branch. You will be part of a...


  • London, United Kingdom Heat Recruitment Full time

    Job Description Investment/Portfolio Manager Basic to £100,000 plus excellent bonus and benefits A leading boutique investment and financial services firm are looking to expand their office with the recruitment of an additional Portfolio Manager to run private client discretionary portfolios within this flagship branch. You will be part of a well...

  • Portfolio Manager

    4 weeks ago


    London, United Kingdom eFinancialCareers Full time

    The role will focus on the creation of investment decisions for the private equity team, monitoring both existing and new investments, and working closely with internal and external parties. **Responsibilities**: - Responsible for driving investment recommendations in private equity, as well as managing portfolio construction, ensuring risk limits and...

  • Portfolio Specialist

    1 month ago


    London, United Kingdom WTW Full time

    Portfolio Specialist - London, GB February 19, 2024 As a Portfolio Specialist, you will be part of the Specialist Portfolio Solutions team. The Specialist Portfolio Solutions team seeks to help investors access our best thinking and implementation when it comes to investment funds and strategies. You will work closely with the team responsible for growing...

  • Investment Specialist

    1 month ago


    London, United Kingdom The FISER Group Full time

    Our client is a leading global investment firm dedicated to helping clients achieve their financial goals. With a focus on innovation, integrity, and excellence, they offer a wide range of investment solutions across various asset classes to institutional investors, financial advisors, and individuals worldwide. Role Overview: Our client is seeking an...


  • London, United Kingdom The FISER Group Full time

    Job Description Our client is a leading global investment firm dedicated to helping clients achieve their financial goals. With a focus on innovation, integrity, and excellence, they offer a wide range of investment solutions across various asset classes to institutional investors, financial advisors, and individuals worldwide. Role Overview: Our client...

  • Investment Specialist

    2 weeks ago


    London, United Kingdom The FISER Group Full time

    Job DescriptionOur client is a leading global investment firm dedicated to helping clients achieve their financial goals. With a focus on innovation, integrity, and excellence, they offer a wide range of investment solutions across various asset classes to institutional investors, financial advisors, and individuals worldwide.Role Overview:Our client is...


  • London, United Kingdom eFinancialCareers Full time

    . The Role Building and developing relationships with IFA's / advisers / wealth managers Dealing with client enquiries relating to their investment portfolios Processing deposits and transfers Administering portfolios and actioning buys and sells Ensuring that all transactions are executed and recorded on time Delivering on projects with internal and...


  • London, United Kingdom LGBT Great Full time

    LGBT Great careers, powered by The Ocean Partnership, supports the investment industry in building diverse high performing team. As the Client Onboarding and Investment Management Agreement Specialist you will liaise extensively with internal stakeholders to ensure any mandate changes are seamlessly implemented. Our client values diversity in the...


  • London, United Kingdom LGBT Great Careers Full time

    LGBT Great careers, powered by The Ocean Partnership, supports the investment industry in building diverse high performing team. As the Client Onboarding and Investment Management Agreement Specialist you will liaise extensively with internal stakeholders to ensure any mandate changes are seamlessly implemented. **Key remits** - Obtain approval for fee...


  • London, United Kingdom LGBT Great Careers Full time

    LGBT Great careers, powered by The Ocean Partnership, supports the investment industry in building diverse high performing team.As the Client Onboarding and Investment Management Agreement Specialist you will liaise extensively with internal stakeholders to ensure any mandate changes are seamlessly implemented. Our client values diversity in the...

  • LDI Specialist

    2 weeks ago


    London, United Kingdom Insight Investment Full time

    Job DescriptionInsight Investment are currently looking for an experienced LDI Specialist to join the Solution Design team in London. The team evolve investment strategies for both current and prospective clients as well as developing new products, services and investment ideas to meet future needs.Role Responsibilities• Understand Insight products and...