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Client Portfolio Manager

2 months ago

Manchester, New Hampshire, United Kingdom IDEX Consulting Ltd Full time

Job Summary:

IDEX Consulting Ltd is seeking a highly skilled Client Portfolio Manager to join their investment team. As a Client Portfolio Manager, you will be responsible for acting as a point of contact for clients, communicating professionally and effectively, and assisting with long-term relationships.

Key Responsibilities:

  • Client Communication: Act as a primary point of contact for clients, communicating professionally and effectively through various channels.
  • Relationship Management: Assist with building and maintaining long-term relationships with a portfolio of clients.
  • Business Development: Identify business development opportunities within the existing client base and work alongside senior colleagues to create and implement financial strategies.
  • Client Needs Assessment: Identify client needs at review meetings and undertake preparation, collaborating with other colleagues and teams as needed.
  • Service Provision: Articulate our services to clients and identify business opportunities based on their needs.
  • Client Satisfaction: Ensure all clients are contacted on a regular basis and that client-facing documents are accurate and appropriate.

Requirements:

  • Investment Industry Experience: Solid experience in the investment industry is essential.
  • Client Service Skills: Good client service skills are required.
  • Qualifications: An Investment Advice Diploma is essential (or close to completion).

Company Benefits:

IDEX Consulting Ltd offers a competitive benefits package to its employees.