Client Portfolio Manager

My client is based in the centre of Manchester and they are currently recruiting for a Client Portfolio Manager to join their investment team.

• Acting as a point of contact
• Communicate professionally, courteously, and effectively with Clients by telephone, email, letter, and face-to-face
• Assisting with long-term relationships with a portfolio of clients
• Identifying business development opportunities within the existing client base
• Working alongside Senior Client Manager following meetings to discuss the client's circumstances and be involved in creating and implementing a financial strategy to meet the client's financial objectives and circumstances
• Maintaining ongoing relationships with the clients, keeping them informed, answering queries, and arranging review meetings
• Identifying client needs at a review and undertaking preparation, collaborating with other colleagues and teams where appropriate
• Articulating our services to clients and identifying business opportunities based on their needs
• Understanding the needs of our clients and be able to respond effectively with appropriate service suggestion
• Ensuring all clients are contacted on a regular basis
• Ensuring client facing documents are accurate and appropriate for the client

Whats needed:

• Solid investment industry experience
• Good client service skills
• Investment Advice Diploma is essential (or close to completion)

The company offers a more than competitive benefits package together with hybrid working.

For more information please contact Graeme Hyland on or email

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