Current jobs related to Portfolio Manager - Chard - Wise Employment
-
Portfolio Manager
1 month ago
Chard, United Kingdom Lentells Full timeLentells is an accountancy practice who employ over 80 staff members across 3 offices in Devon and Somerset. We are now looking to recruit for a portfolio manager to join our team in our Chard office on a permanent basis. The main duties of this role include: Responsible for managing a portfolio of clients. Lentells managers deal with a mixed...
-
Portfolio Manager
2 weeks ago
Chard, United Kingdom Lentells Full timeLentells is an accountancy practice who employ over 80 staff members across 3 offices in Devon and Somerset. We are now looking to recruit for a portfolio manager to join our team in our Chard office on a permanent basis. The main duties of this role include: Responsible for managing a portfolio of clients. Lentells managers deal with a mixed...
-
Client Portfolio Manager
3 weeks ago
Chard, Somerset, United Kingdom Michael Page (UK) Full timeAbout Our CompanyMichael Page (UK) is a leading recruitment agency with a strong presence in the UK market. We are committed to providing exceptional service to our clients and candidates.Job DescriptionWe are seeking a highly skilled Client Portfolio Manager to join our team in Chard. As a Client Portfolio Manager, you will be responsible for managing a...
-
Client Portfolio Manager
3 weeks ago
Chard, Somerset, United Kingdom Michael Page (UK) Full timeAbout Our CompanyMichael Page (UK) is a leading recruitment agency with a strong presence in the UK market. We are committed to providing exceptional service to our clients and candidates.Job DescriptionWe are seeking a highly skilled Client Portfolio Manager to join our team in Chard. As a Client Portfolio Manager, you will be responsible for managing a...
-
Client Portfolio Manager
7 days ago
Chard, Somerset, United Kingdom Michael Page Finance Full timeAbout the RoleWe are seeking a highly skilled Client Portfolio Manager to join our team at Michael Page Finance. As a key member of our accountancy practice, you will be responsible for delivering exceptional client service and managing a portfolio of clients across various industries.Key ResponsibilitiesManage a portfolio of clients, providing expert advice...
-
Client Portfolio Manager
5 days ago
Chard, Somerset, United Kingdom Michael Page (UK) Full timeAbout the RoleWe are seeking an experienced Client Portfolio Manager to join our Chard office location. As a key member of our team, you will be responsible for managing a full client portfolio, providing general practice services across accounts, tax, and wider planning and advisory services.Key ResponsibilitiesDevelop long-term relationships with clients...
-
Client Portfolio Manager
5 days ago
Chard, Somerset, United Kingdom Michael Page (UK) Full timeAbout the RoleWe are seeking an experienced Client Portfolio Manager to join our Chard office location. As a key member of our team, you will be responsible for managing a full client portfolio, providing general practice services across accounts, tax, and wider planning and advisory services.Key ResponsibilitiesDevelop long-term relationships with clients...
-
Client Portfolio Manager
7 days ago
Chard, Somerset, United Kingdom Michael Page Finance Full timeAbout the RoleWe are seeking a highly skilled Client Portfolio Manager to join our team at Michael Page Finance. As a key member of our accountancy practice, you will be responsible for delivering exceptional client service and managing a portfolio of clients across various industries.Key ResponsibilitiesManage a portfolio of clients, providing expert advice...
-
Client Portfolio Manager
7 days ago
Chard, Somerset, United Kingdom Michael Page (UK) Full timeAbout the RoleWe are seeking an experienced Client Portfolio Manager to join our Chard office location. As a key member of our team, you will be responsible for managing a full client portfolio, providing general practice services across accounts, tax, and wider planning and advisory services.Key ResponsibilitiesDevelop and manage long-term relationships...
-
Client Portfolio Manager
7 days ago
Chard, Somerset, United Kingdom Michael Page (UK) Full timeAbout the RoleWe are seeking an experienced Client Portfolio Manager to join our Chard office location. As a key member of our team, you will be responsible for managing a full client portfolio, providing general practice services across accounts, tax, and wider planning and advisory services.Key ResponsibilitiesDevelop and manage long-term relationships...
-
Client Portfolio Manager
3 days ago
Chard, Somerset, United Kingdom Michael Page (UK) Full timeAbout the RoleWe are seeking an experienced Client Portfolio Manager to join our Chard office location. As a key member of our team, you will be responsible for managing a full client portfolio, providing general practice services across accounts, tax, and wider planning and advisory services. You will develop long-term relationships with clients and have...
-
Client Portfolio Manager
3 days ago
Chard, Somerset, United Kingdom Michael Page (UK) Full timeAbout the RoleWe are seeking an experienced Client Portfolio Manager to join our Chard office location. As a key member of our team, you will be responsible for managing a full client portfolio, providing general practice services across accounts, tax, and wider planning and advisory services. You will develop long-term relationships with clients and have...
-
Client Portfolio Manager
1 week ago
Chard, Somerset, United Kingdom Michael Page (UK) Full timeAbout the RoleWe are seeking an experienced Client Portfolio Manager to join our Chard office location. As a key member of our team, you will be responsible for managing a full client portfolio, providing general practice services across accounts, tax, and wider planning and advisory services.Key ResponsibilitiesDevelop long-term relationships with clients...
-
Client Portfolio Manager
1 week ago
Chard, Somerset, United Kingdom Michael Page (UK) Full timeAbout the RoleWe are seeking an experienced Client Portfolio Manager to join our Chard office location. As a key member of our team, you will be responsible for managing a full client portfolio, providing general practice services across accounts, tax, and wider planning and advisory services.Key ResponsibilitiesDevelop long-term relationships with clients...
-
Client Portfolio Manager
2 days ago
Chard, Somerset, United Kingdom Michael Page Finance Full timeKey Role: Client ManagerMichael Page Finance is seeking a highly skilled Client Manager to join a reputable accountancy practice based in Chard. As a key member of the team, you will be responsible for delivering, reviewing, and managing accounts, tax, and wider service provision, as well as managing teams and working closely with partners.About the RoleThis...
-
Client Portfolio Manager
2 days ago
Chard, Somerset, United Kingdom Michael Page Finance Full timeKey Role: Client ManagerMichael Page Finance is seeking a highly skilled Client Manager to join a reputable accountancy practice based in Chard. As a key member of the team, you will be responsible for delivering, reviewing, and managing accounts, tax, and wider service provision, as well as managing teams and working closely with partners.About the RoleThis...
-
Client Portfolio Manager
1 week ago
Chard, Somerset, United Kingdom Michael Page Finance Full timeAbout the RoleWe are seeking a highly skilled Client Manager to join our team at Michael Page Finance. As a key member of our accountancy practice, you will be responsible for delivering exceptional client service, managing client relationships, and providing expert advice on tax and compliance matters.Key ResponsibilitiesManage client relationships and...
-
Client Portfolio Manager
1 week ago
Chard, Somerset, United Kingdom Michael Page Finance Full timeAbout the RoleWe are seeking a highly skilled Client Manager to join our team at Michael Page Finance. As a key member of our accountancy practice, you will be responsible for delivering exceptional client service, managing client relationships, and providing expert advice on tax and compliance matters.Key ResponsibilitiesManage client relationships and...
-
Client Portfolio Manager
6 days ago
Chard, Somerset, United Kingdom Michael Page Finance Full timeAbout the RoleWe are seeking a highly skilled Client Manager to join our team at Michael Page Finance. As a key member of our accountancy practice, you will be responsible for delivering exceptional client service, managing client relationships, and providing expert advice on tax and compliance matters.Key ResponsibilitiesManage client relationships and...
-
Client Portfolio Manager
6 days ago
Chard, Somerset, United Kingdom Michael Page Finance Full timeAbout the RoleWe are seeking a highly skilled Client Manager to join our team at Michael Page Finance. As a key member of our accountancy practice, you will be responsible for delivering exceptional client service, managing client relationships, and providing expert advice on tax and compliance matters.Key ResponsibilitiesManage client relationships and...
Portfolio Manager
3 months ago
Portfolio Manager
A great opportunity to join a progressive and modern Accountancy practice office based in beautiful Chard, full time, permanent role offering a competitive salary up to £55,00 with excellent benefits.
Are you an experienced Portfolio Manager with 5 or more years' experience, Qualified ACCA or ACA is preferred but if not qualified must have proven practice experience?
As the Portfolio Manager you will be responsible for managing a portfolio of client accounts in the accounting, banking, and finance sectors along with following:
- Develop and maintain strong relationships with clients, understanding their financial goals and providing tailored advice and solutions.
- Monitor and assess the performance of investments within the portfolio, making adjustments as necessary to optimise returns.
- Conduct regular portfolio reviews and provide comprehensive reports to clients, highlighting performance, risks, and recommended strategies.
- Stay updated with relevant industry regulations, compliance requirements, and best practises to ensure adherence and mitigate risks.
- Collaborate with internal teams, such as research analysts and financial advisors, to gather insights and develop investment strategies.
- Participate in client meetings, presentations, and conferences to showcase portfolio performance and attract potential investors.
- Analyse market trends, economic indicators, and investment opportunities to make informed decisions regarding portfolio composition.
Are you a passionate Portfolio Manager with the skills required below?
- Thorough understanding of accounting principles, investment strategies, and risk management.
- Strong decision-making and problem-solving abilities.
- Ability to interpret complex financial data and present it in a clear and concise manner.
- Excellent negotiation and persuasion skills.
- Attention to detail and accuracy in managing financial transactions and records.
Are you the next Portfolio Manager to join a well-established Company who value their people and Clients? If you are positive that this role is the next step on your career path, then apply via this job board or contact Kirsty at Elite Recruitment Solutions Exeter part of the Wise Employment Group.
ADZN1_UKTJ
