Client Portfolio Manager
4 weeks ago
Hybrid after probationary period
As a leading firm in the financial industry, we are dedicated to providing our esteemed clients with top-notch services and we strive to attract the best talents to join our team.
The ideal candidate for this position should possess a minimum of 3 years of practice experience and should be ACCA qualified or have proven experience. The role will primarily involve managing your own portfolio of clients, therefore, strong organisational and time-management skills are essential.
As a Portfolio Manager, your key responsibilities will include overseeing and managing the financial accounts of our clients. You will be responsible for providing a high level of technical expertise and support to our clients, and ensuring that their financial needs are met and exceeded. You will also be expected to conduct regular portfolio reviews, maintain accurate records, and provide insightful financial reports to our clients.
It is crucial for the successful candidate to be proficient in all accounting practices and have a thorough understanding of the latest financial regulations and guidelines. You will be required to use your knowledge and skills to provide strategic and sound financial advice to our clients, and to ensure that their investments are managed and monitored effectively.
Our clients include several leading healthcare professionals, and having an understanding of the industry will be a valuable asset in managing their financial portfolios.
Acorn by Synergie acts as an employment agency for permanent recruitment.
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