Hymans Robertson
Client Portfolio Manager
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The Vacancy
Hymans Robertson Investment Services (HRIS), a wholly owned subsidiary of Hymans Robertson LLP, manages a fast-growing discretionary fund management (DFM) proposition in the UK. We design and manage a model portfolio service (MPS) for professional clients, primarily UK financial adviser firms.
Our portfolios are built using a range of underlying funds across different asset classes and investment approaches, including both active and passive strategies, helping advisers meet the diverse needs of their clients.
We're looking for a Client Portfolio Manager to join our team in either Edinburgh, Glasgow, or London.
What will your role look like?
As a Client Portfolio Manager, you'll act as an investment specialist and trusted partner to our adviser clients. You'll play a key role in building and strengthening relationships, helping advisers understand our investment approach, portfolio positioning, and performance.
- Attending adviser investment committees, both virtually and in person, to discuss portfolio positioning, recent market developments, and investment performance.
- Supporting Relationship Directors with business development and sales activity by understanding adviser requirements, contributing to investment workshops, and helping shape appropriate portfolio solutions.
- Working closely with Investment Managers to build and maintain the knowledge required to communicate investment matters confidently and effectively to prospective and existing clients.
- Responding to client queries on a wide range of topics, including our investment approach, portfolio changes, rebalancing, risk profiling, and broader market-related questions.
- Contributing to the development of client-facing materials, including reporting, presentations, brochures, and welcome packs.
- Helping to improve and develop efficient processes that support client communications and engagement, while working collaboratively with colleagues across risk and compliance.
To enjoy and succeed in this role, you will have:
- Experience communicating investment propositions to professional clients.
- Experience within the UK advised retail market would be beneficial, though we're also keen to hear from candidates with an institutional investment background.
- A broad understanding of investment markets, asset classes, and fund implementation. Knowledge of areas such as equities, fixed income, property, infrastructure, and quantitative investment approaches would be advantageous.
- Experience creating and coordinating client-facing presentations and supporting documentation.
- Strong organizational skills, with a structured and dependable approach to your work.
- Excellent relationship-building and stakeholder management skills.
- The ability to manage competing priorities and work effectively to deadlines.
- A proactive mindset, with a willingness to share ideas and contribute to continuous improvement.
- A collaborative approach and the ability to build effective partnerships with colleagues and clients alike.
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We recognize that no candidate will meet every requirement. If your experience aligns with many of the skills and qualities listed above, we'd still encourage you to apply. We're committed to supporting the development of our people and helping you build the knowledge and experience needed to succeed in the role.
We Offer
In addition to a competitive salary and access to our profit share scheme, we offer:
- A flexible selection of employee benefits, so you can choose a package that best matches your lifestyle and needs.
- A collaborative and encouraging work environment where your thinking and ideas are encouraged.
- On-site mental health and wellbeing assistance.
- A commitment to helping you develop both personally and professionally, with mentoring opportunities and access to our award-winning learning portal, Aspire.
- Regular social activities, in addition to three days paid volunteering leave each year and a day’s leave to celebrate your birthday.
- Hybrid working so you can enjoy the positive wellbeing of working from home as well as the benefits of meeting colleagues in our sociable, modern office environments – with the expectation of two ‘in-office’ days per week.
- A flexible working window, allowing colleagues the freedom to work flexibly between the hours of 7am and 7pm.
About Us
Together, we’ve been building better futures for over 100 years. For our people, our clients and their people, our communities, and the environment.
We thrive on tackling complex problems. And we believe those problems are best solved by diverse teams – diverse in skills, approaches, and backgrounds. Our independence lets our people be themselves and think freely, while working in a collaborative, supportive environment. We love innovative, independent thinking and want everyone to share their ideas.
Working alongside employers, trustees, and financial services institutions, we offer pensions, investments, benefits, and risk consulting services, as well as data and technology solutions. With over 1000 employees and counting, we’re one of the leading consultancies in our field and are proud to be recognized by numerous industry awards.
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We’re committed to developing our people and encourage everyone to carve out their own career path. We’ve many colleagues who started out in one team in the business and have ended up somewhere completely different, having had the chance to develop new skills and explore new passions.
We are continually working to improve our inclusive culture and employ diverse talent. We therefore welcome applications from people from all backgrounds, which includes but isn’t limited to: age, disability, ethnic heritage, gender, marital or civil partnership status, neurodiversity, religion, sexual orientation, and socio-economic background.
Our hybrid working model offers the best of both worlds – home working as well as a fun, collaborative office environment - meaning flexible working patterns to accommodate individual needs. Find out more about our careers here.
If you need any assistance in relation to a personal requirement, medical condition, or neurological difference during our selection process, then please let us know.
Together, we can make this the best job you’ll ever have.
Our Culture
We live and breathe our four values – friendly, confident, partnering, and straightforward – and genuinely care about our people, clients, community, and the environment.
Job Satisfaction
Every employee can genuinely make a difference and contribute towards achieving our purpose – together, building better futures. Whether that’s helping our clients build more secure financial futures, using your 3 days volunteering or helping us reduce our carbon footprint.
Reward and Wellbeing
We offer competitive salaries, a share of company profits, and an award-winning benefits package. We also take your mental, physical, social, and financial wellbeing seriously, both in and outside of work.
Flexible Working
We trust our people to work in a pattern that suits their circumstances with a healthy balance of home and office working.
Latest Technology
We use the most up-to-date technology and software to match our ground-breaking business solutions that make life easier for us and our clients.
Career Development
There is no linear path – learning opportunities are plentiful and empower you to carve out your own career.
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