Investment Client Manager

Description We have an exciting new opportunity for an Investment Client Manager to join our Investment Consulting area. This is a permanent, full-time role that can be based in any of our Glasgow, Bristol, Cheltenham, Birmingham, Amersham, Leeds, Liverpool or London offices, working on a hybrid basis. A snapshot of your day: Reviewing/checking investment performance reports Drafting investment advice to address the specific needs of clients Carrying out miscellaneous calculations Assisting wit…

We are looking for a dedicated individual to join our growing team. In this role, you will have the opportunity to work on meaningful projects that impact our customers every day. We value innovation, integrity, and a commitment to excellence.

Requirements

• Excellent communication and interpersonal skills.
• Strong organizational and time management abilities.
• Ability to work effectively both independently and in a team.
• A proactive and positive attitude towards learning.
• Relevant degree or equivalent professional experience.