Job Description

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 07896 933622 or email
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At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

Skills Required