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Client Relationship Manager

2 months ago

Manchester, United Kingdom IDEX Consulting Ltd Full time

**About the Role**

We are seeking a highly skilled Portfolio Manager to join our team at IDEX Consulting Ltd. As a Portfolio Manager, you will be responsible for managing a portfolio of clients and providing exceptional customer service.

**Key Responsibilities**

  • Act as a point of contact for clients and communicate effectively with them through various channels.
  • Assist in building and maintaining long-term relationships with clients.
  • Identify business development opportunities within the existing client base.
  • Work closely with Senior Client Managers to discuss client circumstances and create financial strategies.
  • Maintain ongoing relationships with clients, keeping them informed and answering queries.
  • Identify client needs and prepare for review meetings, collaborating with other colleagues and teams as needed.
  • Articulate our services to clients and identify business opportunities based on their needs.
  • Understand client needs and respond effectively with appropriate service suggestions.
  • Ensure all clients are contacted regularly and client-facing documents are accurate and appropriate.

**Requirements**

  • Solid investment industry experience.
  • Excellent client service skills.
  • Investment Advice Diploma is essential (or close to completion).

**What We Offer**

We offer a competitive benefits package and a dynamic work environment.