JJ SEARCH LIMITED
Client Portfolio Manager , Relationship Manager , Level 6 RDR , Wealth Management
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The Company:
A well-established Wealth Management firm, offering Investment and Financial Planning services to HNW clients
The Role
The Client Portfolio Manager will be a level 6 qualified individual, who will take the responsibility in managing a Client Book of 50 million, managing the client portfolios and client relationships, ensuring that investment portfolios are managed appropriately in line with investment strategy.
The Client Portfolio Manager will lead with client conversations and will strengthen relationships with clients and financial advisers, supporting the strategic growth of the wealth management business.
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Responsibilities:
- Managing client portfolios, the Client Portfolio Manager will be trusted to deliver exceptional service, building relationships with clients and Financial Planners, whilst also providing high quality support to the Portfolio Management team, by managing portfolios, handling payment requests, setting up new accounts, sending out client documentation.
- The Client Portfolio Manager will support Portfolio Managers, taking notes of portfolio changes and preparing investment review letters, creating deals and arranging bulk trades for clients, ensuring portfolios are loaded and set up correctly.
- Respond to ‘ad-hoc’ client queries, developing client relationships ensuring all required tasks are completed in the absence of senior management.
- Act as a point of contact to directly provide information to clients about financial instruments, structured deposits, investment services, or ancillary services, either upon the client's request or at the firm's initiative.
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The Candidate
- 5 years’ experience in Client Portfolio Management, wealth management, or investment management, within a client-facing role building relationships.
- Level 6 qualified to give Investment Advice.
- Strong Excel skills (Pivot tables, VLOOKUPs, etc.)
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