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Permanent

Client Investment Specialist

Recruitment Solutions (North West) Ltd
Manchester
money-bag £60000 Annual
Posted: 16 June 2026 (Today)
Closing date: 16 July 2026
Ref: 3122912852

We are looking for a Client Investment Specialist / Portfolio Manager to join our Client. This is an exciting opportunity to work closely with high-net-worth clients and Client Advisors, delivering tailored investment solutions and helping shape long-term investment strategies.What You''ll Be Doing:Developing investment proposals and conducting portfolio reviews for bespoke discretionary clients.Managing and supporting sophisticated portfolios, ensuring solutions align with clients'' objectives and risk profiles.Translating client needs into personalised investment strategies and portfolio recommendations.Communicating investment views and providing ongoing support to Client Advisors and clients.Implementing portfolio construction recommendations in line with governance standards and house views.Acting as an ambassador for the firm''s wider investment capabilities across multiple asset classes.Partnering with internal stakeholders to drive growth and enhance the overall client experience.What We''re Looking For:Extensive experience in a similar Investment Specialist or Portfolio Manager role within Wealth Management or Financial Services.Minimum Level 4 qualification as required by the FCA.Strong understanding of portfolio construction and financial markets.Experience analysing asset classes and individual financial instruments.Excellent communication skills with the ability to build trusted relationships with clients and colleagues.Client-focused approach with strong ..... full job details .....

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