Client Portfolio Manager recruitment
The company:- The company is over 10 years old and focuses on a small number of ultra high networth families, endowments and institutions.The role:- The role will be evenly split between portfolio management, client relationship management and client servicing. Duties will include the following:1. take part in meetings with new clients and formulate strategy and propose the relevant investment solutions.2. Liaise with external advisors to the relationship.3. Implementation of investment proposals.4. participate in team discussions regarding investment strategy.5.Finalise presentational material Read more […]
Corporate Client Account Manager/Client Portfolio Manager recruitment
Responsibilities will include:• Managing an allocated portfolio of clients.• Acting as first point of contact for allocated client portfolio• Providing cash management solutions to allocated clients, to include electronic banking products and liquidity management• Taking responsibility for client related account opening documentation• Liaising with clients face to face and over the telephone• Attending regular meetings with clients in order to review client accounts and to offer value, support and solutions to any potential issues or queries • Carrying out regular client reviews Read more […]
Equities Product Specialist/Client Portfolio Manager recruitment
As a Global Equities Portfolio Specialist, you will direct the assigned asset class investment marketing activities, including how portfolio management, research, investment risk management functions and investment philosophy are presented to clients and consultants. In conjunction with the Executive Director, Managing Director Global Equities, and/or CIO, establish and implement the investment management business of short and long term plans and strategies.In addition:• Identify and foster strong relationships with clients and consultants to explain the firm’s investment strategy, performance Read more […]
Investment Specialist/ Client Portfolio Manager recruitment
Responsibilities:• Develop and drive business opportunities together with Portfolio Management and Distribution.• Identify the marketing identity of and articulate the message around product and service characteristics, investment process and capabilities under coverage.• Represent the investment team at marketing events, client meetings, road shows and conduct performance reviews with clients.• Drive client pitch – including the analysis of client requirements, guide strategy choice, guide and where necessary provide RFP content and deliver pitch presentation.• Raise competitive Read more […]