Client Portfolio Manager

Client Portfolio Manager Job Description Template

Our company is looking for a Client Portfolio Manager to join our team.

Responsibilities:

  • It is crucial to deliver excellent client care – exceeding clients’ expectations;
  • Act as a bridge between Research, portfolio managers and Marketing;
  • Actively participate in setting and meeting new business objectives;
  • Represent IFI products and capabilities in the UK, Europe, Middle East and Asia Pacific;
  • Be available as a speaker at Invesco-sponsored and Invesco-attended conferences and seminars;
  • Provide exemplary service and actively manage and enhance relationships with the team’s existing client accounts;
  • Good level of Tax knowledge; corporate tax planning, director & business owners etc;
  • Accompany members of the marketing team on meetings with prospective clients, consultants and final presentations;
  • Contribute to product development;
  • Actively participate with the portfolio management team in setting yearly objectives for client service;
  • Building & maintaining good working relationships with all colleagues and clients;
  • Become familiar with client portfolios and be able to run and interpret reports on performance attribution and portfolio characteristics;
  • Ensure all activities are in line with Invesco’s Conduct principles;
  • Managing Accounts, reviewing work, are developing junior staff;
  • CFA (Chartered Financial Analyst Qualification) desirable.

Requirements:

  • An ability to enhance and build strong client relationships;
  • ACA/ACCA/CTA qualified;
  • Excellent communication and interpersonal skills;
  • Significant experience of delivering accounting services to a similar client base;
  • Strong writing and editing skills;
  • A demonstrated willingness to travel as extensively as necessary;
  • Experienced in using online accountancy software packages such as Xero and Quickbooks;
  • Audit experience is an advantage but not essential;
  • Highly articulate & self-motivated;
  • Able to speak German to a high level. Any other European languages would be an advantage;
  • Strong communication skills.