Portfolio Management Director

6 days ago


Milton Keynes, Milton Keynes, United Kingdom PBR Executive Search Limited Full time
About the Role

We are seeking a highly skilled Portfolio Management Director to join our team at PBR Executive Search Limited. As a key member of our team, you will be responsible for managing client relationships and delivering exceptional client service.

Key Responsibilities
  • Manage client relationships and ensure delivery of exceptional client service through regular touch points, both online and in-person.
  • Explore development opportunities with existing relationships to increase portfolio sizes and contribute to Business Development for the whole service line.
  • Manage finances of the portfolio, including driving monthly billing targets, monitoring and improving recoveries, debt recovery, and forecasting.
Team Leadership
  • Oversee the development of senior & executive accountants within the team, including organizing and providing on-the-job coaching.
  • Identify training and development needs and ensure they are facilitated.
  • Escalate development issues and progression requirements to the senior management team.
  • Create and develop a personal brand that promotes the work and appeal of our specialist team.
  • Promote, coach, and assist with the implementation and development of our bespoke software, ForSite, across our internal team and all clients.
  • Stay aware of sector technical updates and share them with the entire team.
About You
  • AAT qualified or part ACCA/ACA qualified.
  • Have a solid accounting background.
  • Ideally, accountancy practice experience.
  • Strong communication and interpersonal skills.
  • Organized and methodical approach.
  • Knowledge of service charge accounting would be an advantage.


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