Client Portfolio Manager

As the Client Portfolio Manager for Omnis Investments, you will be the “face & voice” of Omnis for Openwork & 2plan advisers. The key purposes of the role are to increase awareness and understanding of Omnis’ investment strategies and principles. As well as increase adoption of Omnis products and services. 

You will work collaboratively with the Openwork Partnership team and  2plan Business Relationship Management team. Working with our Director of Investment & Client Solutions, the 2plan central teams and marketing to continually tailor Omnis’ communication capability and approach to ensure that it remains contemporary and effective across the Openwork & 2plan audiences. 

This is a field-based role with regular travel required. 

The Benefits:

• Bonus scheme - on target bonus – 17.5%
• Car allowance - £5,486
• Pension scheme - contribute up to 5% of your salary and Openwork will match you and put in an extra 5%
• Critical illness cover
• Income protection
• Death in service - 4x salary
• 27 days holiday + bank holidays, with the opportunity to buy up to an additional 10 days
• 3 paid days off to volunteer
• A range of other flexible benefits to include private medical insurance, dental insurance and much more.

Your responsibilities will include:

• Act as the subject matter expert on all aspects of the Omnis solutions and investment approach.
• Conduct face-to-face and virtual meetings with Openwork & 2plan advisers to position the Omnis proposition and influence flows into Omnis solutions.
• Work collaboratively with the Investor Solutions team and Marketing and distribution teams to ensure Omnis market, fund and promotional materials meet Advisers’ and Customers’ needs.
• Represent Omnis at regional member meetings, peer group meetings, Member Engagement Group Meetings and large Adviser meetings.
• Support Openwork & 2plan Advisers with their High-Net-Worth Client meetings - providing macroeconomic and market views but not involved in advice activities.
• Co-ordinate Omnis webinars, national and regional conferences/meeting.
• Work with the Openwork PDM & WDM and 2plan BRM teams and Proposition team to ensure Advisers have the necessary skills, support, training and material to promote and advise on the Omnis investment solutions.
• Respond to Adviser and Customer related complaints and queries.
• Encourage a culture of continuous improvement with both internal and external teams.

• Significant wealth management experience; with in-depth knowledge of retail wealth financial services products (e.g. ISAs, investment bonds and pensions).
•  Good relationship management experience.
•  Previous sales experience.
•  Good distribution experience.
•  Experience of Financial Markets and economic theories.
•  Experience of developing and executing sales plans.
•  A good understanding of the UK investment and savings environment, the wider UK regulatory environment, investment products and services (notably UCITS funds and DFM services), investment sales process, how independent financial advisers operate advice process, sales reporting (CRM) methods, investment strategies, techniques and instruments.