Our parent company Quintet Private Bank is a leading private bank in the wealth management sector; we are committed to our clients and their families and pride ourselves on our personalised service based on a deep understanding of what clients want to achieve. Compared to others we are small (<1800 employees across 30 European and UK locations) with an ambition to stay true to our purpose to be the most trusted fiduciary of family wealth.
When you join us you are joining a company that values diversity of background equal access to opportunities career development collaboration and inclusiveness. We want our employees to feel proud of being part of a company that is committed to do the right thing. You will have the opportunity to grow your career while developing personally and professionally through various resources and programmes.
Client Investment Specialists play a pivotal role at the heart of our client offering. As a Client Investment Specialist/Portfolio Manager you will act as a trusted investment partner to both clients and Client Advisors bringing our investment strategy to life through tailored high-quality portfolio solutions.
You will support on sophisticated investment proposals and portfolio reviews supporting bespoke discretionary and advisory relationships while ensuring alignment to house views and governance standards. Working closely with front office teams you will help translate client needs into personalised investment strategies managing portfolios for complex and high value clients.
Extensive experience in a similiar Investment Specialist/Portfolio Manager position within Financial Services/Wealth Management.
Minimum Level 4 qualified
Attention to Detail
Client-Centric Mindset
Communication (Verbal & Written)
Collaborative Teamwork
Portfolio construction
Asset class analysis
Single financial instruments analysis
Financial Markets Techniques
Fluent in English any additonal European language is advantageous
Required Experience:
Manager
Client Investment Specialist (Portfolio Manager) • Manchester, England, UK
In what will be a standalone cross‑portfolio role, we are looking for a strategic and pragmatic problem solver who thrives in a fast‑paced environment, can make sound decisions quickly, and influen... Show more
Senior Investment Manager | Leading investment fund | Real Estate | Up to £65k + w\\lb.Neos Global Search is partnering with an innovative, £multi-million investment fund looking for a calibre addi... Show more
A growing firm of Chartered Certified Accountants in Sandbach is seeking a Senior Client Manager to manage client portfolios and provide expert accounting and business advisory services.This full-t... Show more
A valued accounting firm is seeking a Business Services Portfolio Manager in Manchester or Stokenchurch.The ideal candidate will manage client portfolios, overseeing bookkeeping, VAT returns, and p... Show more
If you're already leading in the corporate insurance market, whether formally managing a team or by being the person others look to on bigger opportunities, this is the kind of role that can move y... Show more
Investment Manager – High Net Worth Clients.Location: London | Competitive Package.We are working with a leading HNW wealth & investment management firm looking to add a newly qualified Investment ... Show more
Global Team Set up | Operations | Talent Acquisition Manager | LATAM Tech & E-commerce Talent Expert | Strategic Sourcing, Nearshoring &….Investor Relations Specialist @ Impact3.Impact3 is a cryp... Show more
Finance Transformation (Asset Management & Capital Projects)\n.Manchester (Hybrid - 3 days per week in the office).An exciting opportunity has become available for an experienced.Finance Transf... Show more
A leading investment firm seeks an Investor Relations VP/Director to join their London team.This full-time role involves managing client relationships, preparing investor communications, and contri... Show more
Base pay range: Basic to £150,000 plus exceptional reward structure.This role is Associate Director - Developing the Private Client Investment market throughout the UK.Direct message the job poster... Show more
Vice President, Client Reporting/Performance.At BNY, our culture allows us to run our company better and enables employees’ growth and success.As a leading global financial services company at the ... Show more
Investment Operations & Portfolio Oversight Specialist.Investment Operations & Portfolio Oversight Specialist.Fram is working with an investment management firm that is looking to engage with an ex... Show more
Our Client, fast‑growing boutique investment bank is seeking a highly motivated Analyst or Associate to join its London‑based team.The firm specialises in providing strategic M&A and capital‑raisin... Show more
A leading energy provider is seeking a Finance Business Partner to support the Network Investment programme.This full-time role based in Blackburn and Salford involves working with project teams, b... Show more
Be among the first 25 applicants.This range is provided by Goodman Masson.Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.Job Title: Asset Inves... Show more
A specialist real assets investment manager based in London is seeking an Investment Professional for their new natural capital and sustainable forestry fund.This role involves hands-on investment ... Show more
Basic to £100,000 plus bonus and full package.A well established and highly regarded national Wealth Management firm with an excellent track record of delivering results in the private client secto... Show more
Join a high-profile Private Wealth team handling complex, high-value work.Progress to Senior Associate or Salaried Partner level in a collaborative, award-winning environment.Benefit from hybrid wo... Show more
Director | Quantitative Recruitment Expert | Connecting Hedge Funds & Prop Trading Firms with High-Calibre Quant Talent | Speed to Market & Quality….A leading global multi-manager platform is seeki... Show more
Direct message the job poster from TopRecroot.Managing Partner @ TopRecroot | Private Equity & Venture Capital.Growth Impact PE Fund | Investment Associate – London/Lisbon.Our client, a thematic im... Show more
