Portfolio Manager

4 days ago


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

{"h1": "Client Portfolio Manager Role", "p": "We are seeking a skilled Client Portfolio Manager to join our investment team at IDEX Consulting Ltd. As a key member of our team, you will be responsible for building and maintaining strong relationships with our clients, providing exceptional customer service, and identifying business development opportunities within our existing client base.", "ul": [{"li": "Act as a point of contact for clients, communicating professionally and effectively through various channels."}, {"li": "Assist in creating and implementing financial strategies to meet client objectives and circumstances."}, {"li": "Maintain ongoing relationships with clients, keeping them informed and answering queries."}, {"li": "Identify client needs and respond effectively with appropriate service suggestions."}, {"li": "Ensure all clients are contacted on a regular basis and that client-facing documents are accurate and appropriate.", "br": ""}], "h2": "Requirements", "ul": [{"li": "Solid investment industry experience."}, {"li": "Good client service skills."}, {"li": "Investment Advice Diploma is essential (or close to completion).", "br": ""}], "p": "We offer a competitive benefits package and a dynamic work environment. If you are a motivated and experienced professional looking to take your career to the next level, please contact us for more information."}



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