Portfolio Director
3 weeks ago
About the Role
We are seeking an experienced Portfolio Director to join our growing client services team. As a key member of our team, you will be responsible for leading a portfolio of clients, managing their day-to-day financial requirements, and identifying opportunities to up-sell and add additional services.
Key Responsibilities
- Lead a portfolio of clients across Cheshire and the North West, providing exceptional service and building long-term relationships.
- Manage a diverse portfolio across various industries, ensuring timely delivery and exceeding client expectations.
- Support and lead on training and guidance for the team, promoting professional development and growth.
- Collaborate with internal teams to deliver high-quality services and achieve business objectives.
- Manage your own workload, budget, and reporting, ensuring transparency and accountability.
Requirements
- Proven track record of servicing large portfolios, maintaining relationships, and developing new business opportunities.
- Excellent interpersonal skills, with the ability to deliver to financial and non-financial stakeholders.
- Drive and ability to produce results, with a focus on growth and development.
- Qualified Accountant (ACCA / ACA) with significant post-qualification experience.
What We Offer
We prioritize well-being, work-life balance, and individual potential. You will receive an above-average benefits package, including a competitive salary, excellent holiday allowance, and flexible working hours. Our firm values its employees and offers opportunities for growth and development.
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