Client Portfolio Manager
3 weeks ago
At IDEX Consulting Ltd, we are seeking a highly skilled Client Portfolio Manager to join our investment team. 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 providing exceptional client service.
Key Responsibilities:- Client Relationship Management: Act as a point of contact for clients, communicating professionally and effectively through various channels.
- Business Development: Identify opportunities within the existing client base and work with senior colleagues to create and implement financial strategies.
- Client Service: Maintain ongoing relationships with clients, keeping them informed, answering queries, and arranging review meetings.
- Investment Advice: Provide investment advice and guidance to clients, ensuring they are well-informed and empowered to make informed decisions.
- Experience: Solid investment industry experience and a strong understanding of investment products and services.
- Qualifications: Investment Advice Diploma is essential (or close to completion).
- Skills: Excellent client service skills, strong communication and interpersonal skills, and the ability to work effectively in a team environment.
What We Offer: A competitive benefits package and the opportunity to work with a dynamic and growing company.
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Portfolio Manager
1 month 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...
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Portfolio Manager
1 month 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...
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