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Client Portfolio Manager

2 months ago

Weybridge, Surrey, United Kingdom Michael Page Finance Full time
Job Title: Client Portfolio Manager

This is a key role within the Accounting & Finance department of a leading Business Services firm, requiring an individual with strong client management and financial oversight skills.

Job Summary

We are seeking a highly skilled Client Portfolio Manager to join our team. The successful candidate will be responsible for managing and nurturing client relationships across the portfolio, preparing financial reports, and providing comprehensive financial management and oversight.

Key Responsibilities
  • Manage and develop client relationships across the portfolio
  • Prepare and present financial reports to clients and stakeholders
  • Provide expert financial management and oversight to clients
  • Collaborate with the Accounting & Finance team to deliver high-quality services
  • Support client growth and profitability strategies
  • Deliver exceptional customer service and maintain high client satisfaction
  • Ensure compliance with financial regulations and standards
Requirements
  • Professional qualification or equivalent experience in Accounting and Finance
  • Strong background in Accounting and Finance, with experience in portfolio management
  • Excellent interpersonal and client management skills
  • Strong financial acumen and attention to detail
  • Outstanding communication and teamwork abilities
What We Offer
  • A competitive salary and benefits package
  • A supportive and professional team environment
  • Opportunities for ongoing professional development and growth
  • A chance to work with a leading Business Services firm in Surrey

This is a fantastic opportunity for a Client Portfolio Manager to take their career to the next level in a respected Business Services firm. If you have the skills and experience required, we encourage you to apply.