Recruitment Solutions (North West) Ltd
Lancashire, UK
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...
