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Portfolio Manager

2 months ago

Manchester, United Kingdom IDEX Consulting Ltd Full time
Client Portfolio Manager

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, identifying business development opportunities, and working closely with our Senior Client Manager to create and implement financial strategies that meet our clients' objectives.

Key Responsibilities:
  • Act as a point of contact for clients, communicating professionally and effectively through various channels
  • Assist in developing and maintaining long-term relationships with a portfolio of clients
  • Identify business development opportunities within the existing client base
  • Work closely with the Senior Client Manager to discuss client circumstances and create financial strategies
  • Maintain ongoing relationships with clients, keeping them informed and answering queries
  • Articulate our services to clients and identify business opportunities based on their needs
  • Ensure all clients are contacted on a regular basis and that client-facing documents are accurate and appropriate
Requirements:
  • Solid investment industry experience
  • Good client service skills
  • Investment Advice Diploma (or close to completion)

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.