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Private Client Portfolio Manager

2 months ago

Ferndown, Dorset, United Kingdom Ernest Gordon Recruitment Full time

Job Summary:

We are seeking an experienced Account Manager to join our team as a Private Client Portfolio Manager. As a key member of our financial services team, you will be responsible for managing a portfolio of high-value clients and delivering exceptional financial services.

About the Role:

  • Manage a diverse portfolio of private clients, providing bespoke financial solutions and exceptional customer service.
  • Oversee budgets and financial plans, ensuring alignment with client goals and objectives.
  • Serve as a company ambassador, promoting services to current and prospective clients.
  • Lead and mentor a team of financial professionals, providing guidance and support to ensure exceptional client outcomes.
  • Collaborate with cross-functional teams to develop and implement business strategies.

Requirements:

  • Proven experience as an Account Manager or Client Services Manager in a financial services firm.
  • Strong financial knowledge and expertise, with a focus on private wealth management.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Ability to work in a fast-paced environment, prioritizing multiple tasks and deadlines.
  • Strong leadership and mentoring skills, with a focus on developing and growing a high-performing team.

What We Offer:

  • A competitive salary and benefits package.
  • Opportunities for professional development and career advancement.
  • A dynamic and supportive work environment.
  • The chance to work with a well-established financial services firm, renowned for its client-centric approach.

Ernest Gordon Recruitment Limited is an equal opportunities employer, committed to diversity and inclusion. We welcome applications from all suitable candidates.