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Investment Portfolio Manager

2 months ago

London, Greater London, United Kingdom Oval Recruit Ltd. Full time
Job Description

Job Title: Client Services Operations Manager - Investments

Company: Oval Recruit Ltd.

Job Type: Full-time

Industry: Financial Services

Location: Remote (UK-based clients)

Job Summary:

We are seeking an experienced Client Services Operations Manager to join our team. The successful candidate will be responsible for managing a team of customer service staff, providing technical administration of investment, pension, and wealth management portfolios, and acting as a senior point of contact for key clients.

Key Responsibilities:

  • Team Management: Manage a team of customer service staff responsible for managing day-to-day relationships with private clients, financial advisors, private banks, investment managers, and intermediaries.
  • Technical Administration: Provide in-depth technical administration of investment, pension, and wealth management portfolios, including working on various investment vehicles such as SIPP, ISA, PEP, Unit Trust, and OEIC products.
  • Client Liaison: Act as a senior point of contact for key clients, providing detailed technical portfolio administration and liaison with technical specialists and departments.
  • Performance Monitoring: Monitor team performance and act as a technical resource for the team.

Requirements:

  • Experience: At least 2 years in a similar managerial, team leader, or supervisory capacity within an investment/financial services environment.
  • Team Management: Experience of managing teams within an investment/financial services environment.
  • Technical Knowledge: Knowledge/understanding of SIPP's, ISA's, Unit Trusts, OEICS, etc.
  • Communication Skills: Excellent communication skills are a must, as is a strong educational background – ideally degree level.

What We Offer:

  • Salary: Basic salary of c.50k - 60k dependent on experience.
  • Training Opportunities: Excellent training opportunities, including exam sponsorship.
  • Company Culture: Meritocratic, flat structure, and excellent working environment.

How to Apply: If you are a motivated and experienced professional looking for a new challenge, please submit your application.