Private Client Portfolio Manager

Job Overview:We are seeking an experienced Private Client Portfolio Manager to join our team at Heat Recruitment.The successful candidate will be responsible for managing high-value portfolios, providing investment advice, and building relationships with HNW clients.Key Responsibilities:Manage and grow client portfolios, ensuring alignment with their...

About our clientOur client is a highly successful, lower mid-market private equity firm. They are seeking an experienced professional to join their team as a Portfolio Growth Director. The ideal candidate will have a strong background in private equity and be able to drive value creation strategies across the portfolio.Key responsibilities include:Developing...

We are seeking an experienced private equity portfolio manager to join our team at PER, Private Equity Recruitment.About the RoleThe successful candidate will work closely with CEOs and business owners as a trusted strategic advisor, responsible for further investments, talent resourcing, negotiating with key stakeholders, and exit planning. This role...

We are seeking an experienced Private Client Portfolio Manager to join our team at Ocorian. The successful candidate will be responsible for administering a portfolio of trusts and corporate structures for high net worth clients, including bank/investment account openings and ongoing management.The ideal candidate will have proficient knowledge of Guernsey's...

About the RoleWe are seeking a highly skilled Private Client Manager to join our team in London. As an excellent manager, you will be expected to manage a diverse portfolio of private clients ranging from UHNWI to OMBs and non-doms.You will be confident with an array of personal tax affairs and tax planning activities on issues including estates, capital...

About the PositionPER, Private Equity Recruitment is working closely with a prominent asset management firm to find a seasoned investment professional to fill the role of Senior Portfolio Manager Private Equity. As a key member of the team, you will be responsible for monitoring portfolio performance, adjusting strategies to ensure optimal yield generation,...

**Job Overview**We are seeking a highly skilled and experienced Tax Services Director to lead our Private Client tax portfolio in Gloucester. As a key member of our team, you will be responsible for providing strategic advice and solutions to clients, managing a private client portfolio, and identifying tax-sensitive expenditure and wider tax issues.

We are looking for a highly skilled Private Equity Portfolio Controller to join our team at Private Equity Insights. In this role, you will have the opportunity to work closely with our portfolio companies, driving business growth and success through effective financial planning and management.About the CompanyPrivate Equity Insights is part of United Media,...

Join our team at Artemis Recruitment Consultants Ltd as a Private Client Portfolio Manager. In this exciting role, you will be responsible for providing expert financial planning services to clients and prospective clients. With a strong focus on generating compliant income, maintaining client relationships, and meeting revenue targets, this position...

Job OverviewA reputable private equity firm seeks a seasoned professional to lead their portfolio development efforts.The ideal candidate will have experience in private equity investing or value creation roles, with a proven track record of driving business change programs and delivering added value outcomes.Develop and execute value creation strategies and...

About the OpportunityWe are seeking an exceptional Private Equity Portfolio Manager to join our team. As a trusted advisor, you will be integral to supporting some of the UK's most promising growth businesses and entrepreneurs in achieving their goals and facilitating an exit.Responsibilities:Board seat responsibility for multiple portfolio companiesLiaising...

Portfolio Manager OpportunityGIC Private Limited is seeking a Portfolio Manager to join its Real Estate arm. As a key member of our investment team, you will be responsible for managing a diverse portfolio of real estate and real estate-related assets across over 40 countries.About the RoleManage a diverse portfolio of real estate and real estate-related...

We are assisting our esteemed client, Sellick Partnership Limited - Private Practice, in their search for a seasoned Private Client Expert to cover a locum position starting in January. This is an excellent chance for a dedicated professional to step in and support the firm during this period.Job Description:This role involves managing a diverse portfolio of...

About our clientWe are seeking a highly skilled Portfolio Management Associate to join our team at PER, Private Equity Recruitment. Our client is a leading international credit investment fund with an excellent track record spanning several decades.The ideal candidate will have strong analytical and technical skills, with experience in general portfolio...

About our clientWe are a leading international private credit investment fund with an excellent track record spanning several decades.Our portfolio management team is seeking a highly analytical and technically skilled individual to join them. The successful candidate will be responsible for quarterly valuation and reporting, macro-level analysis of data...

About Our ClientWe are a leading private equity recruitment firm specializing in placing professionals in senior roles within the alternative investment industry. Our client is a top-tier credit investment fund looking for a seasoned professional to join their team as a Senior Credit Portfolio Manager.The successful candidate will be responsible for managing...

Mason Blake is looking for a seasoned Private Credit Portfolio Manager to lead the development of market views for our private credit activities. This is a newly created senior role that requires significant experience in investment consulting or client solutions for pension funds and insurers.The ideal candidate will have a minimum of 7-10 years of working...

Unlock Your Earning PotentialAs a Client Portfolio Manager with United Parcel Service of America, Inc., you will have the opportunity to develop and manage a portfolio of assigned clients within a specific geographical area. This sales role requires strong communication skills, target-driven mentality, and organizational abilities. The estimated salary for...

As a Client Portfolio Manager at St James Facilities, you will be responsible for leading high-profile portfolios and delivering exceptional service excellence.Job RequirementsProven experience managing large, iconic accounts and leading senior managers.Exceptional customer service skills with a focus on innovation and quality.Inspirational leadership with...

We are seeking an experienced Senior Client Portfolio Manager to join our team at Antony James Recruitment. The successful candidate will have a strong background in Private Banking, with a minimum of 3 years' experience managing client portfolios and delivering exceptional customer service.The ideal candidate will have a deep understanding of the financial...