discretionary portfolio manager Work, Jobs in manchester, eng (with Salaries)

Client Investment Specialist (Portfolio Manager)
Quintet Private Bank —Manchester
- English
- Construction
11d
General Manager
Colby River —Manchester
- £45,000 - £50,000 a year
- Management
- Customer service
- Maintenance
- Life insurance
Quick apply
9d
Portfolio Monitoring Manager
DF Capital —Manchester
- Full-time
- Communication skills
- Annual leave
- Gym membership
Quick apply
Senior Project Manager - Regulatory / Governance Readiness
Together —Cheadle
- Full-time
- Azure
- Management
- Agile
Quick apply
Key Client Manager
Rendall & Rittner —Manchester
- Full-time
- Travel
- Leadership
- Employee assistance programme
- Employee discount
Director of Corporate Relationships
Together —Cheadle
- Full-time
- Management
- Leadership
Quick apply
Contracts Manager
Crescent Purchasing Consortium —Manchester
- £38,000 - £41,000 a year
- Full-time
- Hybrid work
- Free parking
- Annual leave
Quick apply
Head of Venue Operations
Broadwick —Manchester
- Overtime
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Employee assistance programme
- Referral programme
Quick apply
Contracts Manager - Runcorn
Construo —Runcorn
- £35,000 - £45,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Annual leave
1d
Collections & Recoveries Manager
Allica Bank —Manchester
- Full-time
- Hybrid work
- Banking
Corporate Real Estate Lending Manager
Charles Street Finance —Cheadle
- Full-time
- Management
- Leadership
Quick apply
Senior Finance Manager - Projects
EG Group —Horwich
- Up to £68,000 a year
- Full-time
- Hybrid work
- Analysis skills
- Communication skills
- Free parking
- Flexible schedule
4d
Electric Operations Manager (North)
Leep Utilities —Salford
- Up to £56,000 a year
- Remote
- IT
- Leadership
- Communication skills
- Annual leave
Quick apply
Senior Project Manager
EG Group —Horwich
- Full-time
- Hybrid work
- Management
- PMP
- Project management
- Free parking
- Flexible schedule
Solicitor (2 PQE) - Investment & Property Management
Brabners —Manchester
- Hybrid work
- Organisational skills
- Contracts
- Annual leave
- Life insurance
3d
Project Manager - HR
EG Group —Horwich
- £50,000 - £60,000 a year
- Full-time
- Hybrid work
- PMP
- Project management
- Human resources
- Free parking
- Annual leave
4d
Senior Finance Manager
EG Group —Horwich
- Up to £67,925 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Communication skills
- Free parking
- Flexible schedule
4d
Audit Manager/ Senior Manager (Charities and Not
Saffery —Manchester
- Full-time
- Hybrid work
- Microsoft Word
- Organisational skills
- Communication skills
- Profit sharing
- Annual leave
Credit Control Manager
Qodea —Manchester
- £45,000 - £51,000 a year
- Full-time
- Hybrid work
- Analysis skills
- Organisational skills
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
Senior Product Designer
Betfred —Manchester
- £70,000 - £80,000 a year
- Full-time
- Driving
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply

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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

discretionary portfolio manager jobs in manchester, eng

Client Investment Specialist (Portfolio Manager)

General Manager

Portfolio Monitoring Manager

Senior Project Manager - Regulatory / Governance Readiness

Key Client Manager

Director of Corporate Relationships

Contracts Manager

Head of Venue Operations

Contracts Manager - Runcorn

Collections & Recoveries Manager

Corporate Real Estate Lending Manager

Senior Finance Manager - Projects

Electric Operations Manager (North)

Senior Project Manager

Solicitor (2 PQE) - Investment & Property Management

Project Manager - HR

Senior Finance Manager

Audit Manager/ Senior Manager (Charities and Not

Credit Control Manager

Senior Product Designer

I want to receive the latest job alerts for discretionary portfolio manager in manchester, eng

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