Portfolio Manager

1 month ago


Manchester, United Kingdom IDEX Consulting Full time

At IDEX Consulting, we are seeking a skilled Portfolio Manager to join our investment team in Manchester. As a key member of our team, you will be responsible for acting as a point of contact for clients, communicating effectively, and assisting with long-term relationships.

Key Responsibilities:
  • Act as a point of contact for clients
  • Communicate professionally and effectively with clients
  • Assist with long-term relationships with a portfolio of clients
  • Identify business development opportunities within the existing client base
  • Work alongside Senior Client Manager to discuss client circumstances and create a financial strategy
  • Maintain ongoing relationships with clients, keeping them informed and answering queries
  • Identify client needs and undertake preparation, collaborating with other colleagues and teams where appropriate
  • Articulate our services to clients and identify business opportunities based on their needs
  • Ensure all clients are contacted on a regular basis
  • Ensure client-facing documents are accurate and appropriate for the client
Requirements:
  • Solid investment industry experience
  • Good client service skills
  • Investment Advice Diploma is essential

We offer a competitive benefits package and hybrid working arrangements.



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