Investment Portfolio Manager

4 weeks ago


Brentwood, Essex, United Kingdom Growth Investments Full time
Managed Accounts Specialist

Growth Investments is seeking a highly skilled Managed Accounts Specialist to join their Wealth Management team. As a key member of the team, you will be responsible for managing and nurturing relationships with a portfolio of clients, ensuring their financial goals are met.

Key Responsibilities:
  • Manage and maintain client relationships, providing timely and accurate reporting on portfolio performance, fees, and investment strategy changes.
  • Collaborate with investment managers and advisors to design and implement personalized investment strategies, ensuring compliance with regulatory standards and internal policies.
  • Monitor portfolio allocations and investment performance, making data-driven decisions to optimize returns.
  • Develop and implement effective communication strategies to ensure seamless client onboarding and account maintenance processes.
Requirements:
  • Strong background in financial services, with experience in managed accounts and a passion for delivering exceptional client service.
  • Excellent communication and interpersonal skills, with the ability to close deals over the phone.
  • Ability to work in a fast-paced environment, prioritizing multiple tasks and deadlines.
What We Offer:
  • Competitive salary and benefits package.
  • Opportunities for professional development and career growth.
  • Commission up to 20%.

Growth Investments is a dynamic and forward-thinking company, committed to delivering exceptional results for our clients. If you are a motivated and results-driven individual, looking to take your career to the next level, we encourage you to apply for this exciting opportunity.



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