Portfolio Manager

17 hours ago


Manchester, United Kingdom IDEX Consulting Ltd Full time

IDEX Consulting Ltd is seeking a Client Portfolio Manager to join their investment team in Manchester. The ideal candidate will have solid investment industry experience and an Investment Advice Diploma. Key responsibilities include communicating professionally with clients, assisting with long-term relationships, and identifying business development opportunities. The company offers a competitive benefits package. The Client Portfolio Manager will work closely with Senior Client Managers to discuss client circumstances and create financial strategies. This is a unique opportunity to work with a portfolio of clients and contribute to the company's growth. The successful candidate will be able to work effectively in a team environment and have excellent communication skills. If you are a motivated and experienced professional looking to take your career to the next level, this could be the perfect opportunity for you. The company is looking for someone who is able to work independently and as part of a team, with a strong focus on delivering excellent results. The Client Portfolio Manager will be responsible for managing a portfolio of clients and working closely with the investment team to identify opportunities for growth. The ideal candidate will have a strong understanding of the investment industry and be able to communicate complex financial information to clients. The company offers a range of benefits, including a competitive salary and opportunities for professional development. If you are a results-driven professional looking for a new challenge, this could be the perfect opportunity for you. The Client Portfolio Manager will work closely with the Senior Client Manager to discuss client circumstances and create financial strategies. This is a unique opportunity to work with a portfolio of clients and contribute to the company's growth. The successful candidate will be able to work effectively in a team environment and have excellent communication skills. The company is looking for someone who is able to work independently and as part of a team, with a strong focus on delivering excellent results. The Client Portfolio Manager will be responsible for managing a portfolio of clients and working closely with the investment team to identify opportunities for growth. The ideal candidate will have a strong understanding of the investment industry and be able to communicate complex financial information to clients. The company offers a range of benefits, including a competitive salary and opportunities for professional development. The Client Portfolio Manager will work closely with the Senior Client Manager to discuss client circumstances and create financial strategies. This is a unique opportunity to work with a portfolio of clients and contribute to the company's growth. The successful candidate will be able to work effectively in a team environment and have excellent communication skills. The company is looking for someone who is able to work independently and as part of a team, with a strong focus on delivering excellent results. The Client Portfolio Manager will be responsible for managing a portfolio of clients and working closely with the investment team to identify opportunities for growth. The ideal candidate will have a strong understanding of the investment industry and be able to communicate complex financial information to clients. The company offers a range of benefits, including a competitive salary and opportunities for professional development.



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