Portfolio Manager
4 days ago
We are seeking a skilled Client Portfolio Manager to join our investment team at IDEX Consulting Ltd. As a key member of our team, you will be responsible for building and maintaining strong relationships with our clients, identifying business development opportunities, and working closely with our Senior Client Manager to create and implement financial strategies that meet our clients' objectives.
Key Responsibilities:- Act as a point of contact for clients, communicating professionally and effectively through various channels
- Assist in developing and maintaining long-term relationships with a portfolio of clients
- Identify business development opportunities within the existing client base
- Work closely with the Senior Client Manager to discuss client circumstances and create financial strategies
- Maintain ongoing relationships with clients, keeping them informed and answering queries
- Articulate our services to clients and identify business opportunities based on their needs
- Ensure all clients are contacted on a regular basis and that client-facing documents are accurate and appropriate
- Solid investment industry experience
- Good client service skills
- Investment Advice Diploma (or close to completion)
We offer a competitive benefits package and a dynamic work environment. If you are a motivated and experienced professional looking to take your career to the next level, please contact us for more information.
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Portfolio Insights Manager
7 days ago
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Portfolio Insights Manager
7 days ago
Manchester, United Kingdom Portfolio Verlag Full timeJob Description**Job Title:** Portfolio Insights Manager**Job Summary:** We are seeking a highly skilled Portfolio Insights Manager to join our team at Portfolio Verlag. The successful candidate will be responsible for providing data-driven insights to support business decision-making and drive operational excellence.**Key Responsibilities:**Collate and...
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Portfolio Team Manager
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Business Development Manager
1 week ago
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Business Development Manager
1 week ago
Manchester, United Kingdom The Portfolio Group Full timeAbout The Portfolio GroupWe are a leading provider of innovative solutions for businesses, and we are seeking a highly motivated and experienced Business Development Manager to join our team.Job SummaryThe Business Development Manager will play a pivotal role in expanding our client's intermediary portfolio, enhancing sales through deep understanding and...
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Business Development Manager
2 weeks ago
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Business Development Manager
2 weeks ago
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Recruitment Consultant
1 week ago
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Recruitment Consultant
2 weeks ago
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Recruitment Consultant
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Recruitment Consultant
1 week ago
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Recruitment Consultant
1 week ago
Manchester, United Kingdom The Portfolio Group Full timeAbout The Portfolio GroupThe Portfolio Group is a specialist recruitment agency that sources talented professionals across four core divisions: Payroll, Credit Control, HR & Reward, and Procurement. We also partner with businesses to offer a full Recruitment Process Outsourcing (RPO) solution.With over 30 years of experience in the industry, we have a...
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Recruitment Consultant
1 week ago
Manchester, United Kingdom The Portfolio Group Full timeAbout The Portfolio GroupThe Portfolio Group is a specialist recruitment agency that sources talented professionals across four core divisions: Payroll, Credit Control, HR & Reward, and Procurement. We also partner with businesses to offer a full Recruitment Process Outsourcing (RPO) solution.With over 30 years of experience in the industry, we have a...
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Payroll Senior
6 days ago
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Payroll Senior
6 days ago
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Portfolio Manager
2 weeks ago
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Portfolio Manager
1 week ago
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Portfolio Manager
2 weeks ago
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Portfolio Manager
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manchester, United Kingdom KFS Recruitment Full timeJob Title: Portfolio ManagerAbout the Role:We are seeking a highly skilled and experienced Portfolio Manager to join our team at KFS Recruitment. As a Portfolio Manager, you will be responsible for managing a diverse loan book and property portfolio, providing exceptional customer service, and working closely with clients.Key Responsibilities:Develop and...
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Portfolio Manager
2 days ago
manchester, United Kingdom KFS Recruitment Full timeJob Title: Portfolio ManagerAbout the Role:We are seeking a highly skilled and experienced Portfolio Manager to join our team at KFS Recruitment. As a Portfolio Manager, you will be responsible for managing a diverse loan book and property portfolio, providing exceptional customer service, and working closely with clients.Key Responsibilities:Develop and...