Senior Client Portfolio Manager or Aspiring Client Portfolio Manager.
Are you passionate about building relationships, understanding client needs, and crafting personalised investment strategies? Do you thrive in a dynamic environment and enjoy exceeding expectations? If so, this Client Portfolio Manager role could be your perfect fit!
About the Opportunity:
We are seeking a driven and resourceful Client Portfolio Manager to join a thriving accountancy practice. In this role, you will be responsible for developing and managing portfolios for a diverse range of clients, tailoring strategies to their unique goals, risk tolerances, and time horizons. You will be the primary point of contact for your clients, building strong relationships and providing ongoing communication and education.
Responsibilities:
Qualifications:
- Minimum of 3-5 years of experience in client portfolio management or a similar role.
- Strong analytical and problem-solving skills with the ability to interpret complex financial data.
- Excellent communication and interpersonal skills with the ability to build rapport and trust with clients.
- Proven ability to prioritise tasks, manage time effectively, and meet deadlines.
- Be qualified (ACA/ACCA) or qualified by experience.
Benefits:
- Competitive salary and benefits package.
- Opportunity to work with a dedicated and experienced team.
- Fast-paced and dynamic work environment with diverse career growth opportunities.
To Apply: Please submit your CV for consideration.