Portfolio Management Specialist
3 weeks ago
**Job Title:** Portfolio Management Specialist
**Location:** UK
**Estimated Salary:** £45,000 - £60,000 per annum
We are looking for a skilled Portfolio Management Specialist to manage client servicing reviews, build and maintain strong client relationships, and ensure compliance with regulatory requirements.
The successful candidate will have a minimum of one year of relevant experience and be qualified or chartered as a financial adviser. They will be responsible for conducting client meetings, both in-person and via video call, to review and discuss portfolio performance.
Key Responsibilities:
- Conduct client meetings to review and discuss portfolio performance.
- Assess clients' financial needs and objectives, developing tailored financial plans to meet their goals.
- Provide guidance on investment planning, cash management, protection coverage, and other financial strategies to support clients in achieving their financial objectives.
- Determine clients' financial status, expenses, income levels, tax situations, and risk tolerance.
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