investment manager Work, Jobs in handforth, chs (with Salaries)

Client Investment Specialist (Portfolio Manager)
Quintet Private Bank —Manchester
- English
- Construction
11d
Client Manager
Equilibrium Financial Planning —Wilmslow
- £32,000 - £50,000 a year
- Annual leave
Head of Client Account Management
Let Property —Salford
- From £55,000 a year
- Full-time
- Management
- In-person
- Leadership
- Free parking
- Referral programme
Quick apply
3d
Finance Manager- Fixed Term
St Helens Borough Council —St Helens
- £50,269 - £53,460 a year
1d
Finance Manager- Fixed Term
St. Helens Council —St Helens
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Investment Account Director
Talon Outdoor —Manchester
- Microsoft Excel
- Microsoft Office
- Analysis skills
Client Growth Director – Water
APEM —Stockport
- Remote
- Business development
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Business Development Manager - UK
Vypr —Manchester
- £40,000 - £90,000 a year
- Hybrid work
- Sales
- Computer skills
- Annual leave
- Employee assistance programme
Key Client Manager
Rendall & Rittner —Manchester
- Full-time
- Travel
- Leadership
- Employee assistance programme
- Employee discount
Business Development Manager
CDW —Manchester
- Full-time
- Business development
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Senior Client Manager
Equilibrium Financial Planning —Wilmslow
- £50,000 - £70,000 a year
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Business Development Director
Mercury Hampton Ltd —Manchester
- £90,000 - £120,000 a year
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Quick apply
Vice President, Fund Reporting Manager
The Bank of New York Mellon Corporation —Manchester
- Full-time
- Accounting
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Financial Director – Flow Student
MCR Property Group Ltd —Manchester
- £85,000 - £100,000 a year
- Organisational skills
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Wealth Planning Director
Schroders —Manchester
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MRI Director of Finance
Manchester University NHS Foundation Trust —Manchester
- Full-time
- University
- AI
- Leadership
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Head of Client and Learner Services Certifications - Manchester
Fitch Learning —Manchester
- Hybrid work
- Microsoft Excel
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Head of Commercial Finance
HyperGrowth Recruitment —Manchester
- Up to £80,000 a year
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Quick apply
Senior Vice President, Middle Office Manager
The Bank of New York Mellon Corporation —Manchester
- Full-time
- Analysis skills
- Team management
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Trust Manager - Private Wealth
JMW Solicitors —Manchester
- Full-time
- Hybrid work
- Organisational skills
- Communication skills
- Tax experience
Quick apply

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investment manager jobs near handforth, chs

Client Investment Specialist (Portfolio Manager)

Quintet Private Bank -
Manchester

Apply Now

Job details

11 days ago

Qualifications

English
Construction

Full job description

Purpose of the Job

Our parent company, Quintet Private Bank, is a leading private bank in the wealth management sector; we are committed to our clients and their families, and pride ourselves on our personalised service based on a deep understanding of what clients want to achieve. Compared to others, we are small (<1,800 employees across 30 European and UK locations) with an ambition to stay true to our purpose to be the most trusted fiduciary of family wealth.

When you join us you are joining a company that values diversity of background, equal access to opportunities, career development, collaboration and inclusiveness. We want our employees to feel proud of being part of a company that is committed to do the right thing. You will have the opportunity to grow your career while developing personally and professionally through various resources and programmes.

Client Investment Specialists play a pivotal role at the heart of our client offering. As a Client Investment Specialist/Portfolio Manager, you will act as a trusted investment partner to both clients and Client Advisors, bringing our investment strategy to life through tailored, high-quality portfolio solutions.
You will support on sophisticated investment proposals and portfolio reviews, supporting bespoke discretionary and advisory relationships, while ensuring alignment to house views and governance standards. Working closely with front office teams, you will help translate client needs into personalised investment strategies, managing portfolios for complex and high value clients.

Key Accountabilities

Lead for investment proposals & portfolio reviews for “bespoke” clients in discretionary solutions.
Deal with more sophisticated clients that would need specific tailoring in their bespoke discretionary portfolios.
Understand the clients’ needs and preferences for bespoke discretionary portfolio management.
Provide an active feedback loop to colleagues in ICS on offering development, investment views, and product recommendations
Communicate our house view to Client Advisors and clients, ensuring high quality ‘after sales’ content for discretionary mandates and advisory solutions, when needed and requested by clients.
Implementation of investment views: ensure the different investment views, bespoke building blocks are delivered and reflected in Bespoke discretionary mandates, while implementing the Portfolio Construction team model portfolios and recommendations in Core and Personal discretionary solutions.
Act as the ambassador of the entire Investment capabilities of our Group (i.e. Asset Allocation, Structured Solutions, Alternatives, Fund Solutions, Equities, Fixed Income, and Direct Investments)
Support our Client Advisors, and partner with Lending and Wealth Planning, in driving growth.
Be an agent of change for strategic transformation
Help develop, pitch and oversee customised DPM solutions tailored to the needs of ‘Be-spoke’ clients

Knowledge and Experience

Extensive experience in a similiar Investment Specialist/Portfolio Manager position within Financial Services/Wealth Management.

Minimum Level 4 qualified

Attributes and Qualities

Attention to Detail
Client-Centric Mindset
Communication (Verbal & Written)
Collaborative Teamwork

Technical Skills

Portfolio construction
Asset class analysis
Single financial instruments analysis
Financial Markets Techniques

Languages Skills

Fluent in English, any additonal European language is advantageous

Apply Now

Refine Your Search

investment manager jobs in handforth, chs

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