Client Portfolio Manager

3 weeks ago


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

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.
Requirements:
  • 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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