Client Portfolio Manager

London, United Kingdom
Permanent - Full Time
Job category
Specialist Advice - Customer
Closing date for applications: 28/09/2023

Our people work differently depending on their jobs and needs. From hybrid working to flexible hours, we have plenty of options that help our people to thrive.

This role is based in the United Kingdom and as such all normal working days must be carried out in the United Kingdom.

Join us as a Client Portfolio Manager

  • In this key role, you’ll be providing a high quality investment management service to existing clients, ensuring the highest level of client service, investment management and regulatory discipline at all times
  • We’ll look to you to win new client relationships, through supporting colleagues in the sale of discretionary and advisory investment services and products
  • This is an opportunity to raise your career profile with the work you do, while building collaborative relationships with a range of key stakeholders

What you'll do

As a Client Portfolio Manager, you’ll be representing the business's investment house view to a book of core investment clients, as well as prospective investment clients. You’ll hold responsibility for all aspects of on-going client servicing for criteria clients, in line with our client right adviser principles.

Your responsibilities will also include:

  • Presenting the business's investment house view and strategy at internal client events
  • Safely and effectively delivering client investment proposals, fully incorporating any client imposed investment restrictions in line with relevant policies
  • Maintaining and developing knowledge of relevant investment management techniques, disciplines, and skillsets to provide the appropriate service to both internal and external clients
  • Supporting the wider team with the delivery of any tactical business initiatives to improve client outcomes of expediting the delivery of assigned business objectives
  • Escalating any risk issues in line with procedures

The skills you'll need

To succeed in this role, you’ll need knowledge of discretionary portfolio management techniques, paired with experience of engaging with private clients at various levels of investment sophistication. You’ll also need to hold a Retail Distribution Review (RDR) compliant Level 4 qualification.

In addition, you’ll demonstrate:

  • Knowledge of relevant financial markets and instruments
  • Good collaboration skills

If you need any adjustments to support your application, such as information in alternative formats or special requirements to access our buildings, or if you’re eligible under the Disability Confident Scheme please contact us and we’ll do everything we can to help.