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Client Portfolio Manager

2 months ago

Weybridge, Surrey, United Kingdom Michael Page Finance Full time

This Portfolio Management Specialist role is a crucial position within the Accounting & Finance department of a leading Business Services firm, requiring an individual with a strong aptitude for client management and financial oversight.

Business Details

Our business is a highly respected and established provider of Business Services. With a diverse team, we are recognised for delivering top-tier accounting and financial solutions across the industry.

Key Responsibilities

  • Manage and nurture client relationships across the portfolio with end-to-end client responsibility
  • Prepare financial reports across the portfolio
  • Provide comprehensive financial management and oversight
  • Work collaboratively with the Accounting & Finance team
  • Support business growth and profitability strategies
  • Deliver excellent customer service and maintain high client satisfaction
  • Ensure compliance with financial regulations and standards
  • Contribute to team meetings and business development initiatives
  • Handle any client issues or concerns promptly and professionally

Requirements

A successful Portfolio Management Specialist should have:

  • A professional qualification or qualified by experience
  • A strong background in Accounting and Finance
  • Proven experience in portfolio management
  • Excellent interpersonal and client management skills
  • Strong financial acumen
  • A keen eye for detail and accuracy
  • Outstanding communication and teamwork abilities

Benefits

  • A competitive salary
  • Attractive holiday leave and comprehensive benefits package
  • A supportive and professional team environment
  • Opportunities for ongoing professional development

This role is a fantastic opportunity for a Portfolio Management Specialist looking to take a step forward in their career within a respected Business Services firm.