My client is based in the centre of Manchester and they are currently recruiting for a Client Portfolio Manager to join their investment team.Acting as a point of contactCommunicate professionally, courteously, and effectively with Clients by telephone, email, letter, and face-to-faceAssisting with long-term relationships with a portfolio of clientsIdentifying business development opportunities within the existing client baseWorking alongside Senior Client Manager following meetings to discuss the client's circumstances and be involved in creating and implementing a financial strategy to meet the client's financial objectives and circumstances Maintaining ongoing relationships with the clients, keeping them informed, answering queries, and arranging review meetingsIdentifying client needs at a review and undertaking preparation, collaborating with other colleagues and teams where appropriateArticulating our services to clients and identifying business opportunities based on their needsUnderstanding the needs of our clients and be able to respond effectively with appropriate service suggestionEnsuring all clients are contacted on a regular basis Ensuring client facing documents are accurate and appropriate for the clientWhats needed:Solid investment industry experience Good client service skillsInvestment Advice Diploma is essential (or close to completion)The company offers a more than competitive benefits package.For more information please contact Graeme Hyland on 07896 933622 or email graeme.hyland@idexconsulting.com