Senior Portfolio Manager
2 days ago
- Develop long-term relationships with clients and provide expert financial advice and planning.
- Assess clients' needs, respond to queries, and support them in investing their capital in suitable LOM products and services.
- Build new relationships and increase client investment in LOM products to maximise commercial outcomes.
- Provide clients with expert financial advice and planning, including investments, banking products, and credit.
- Ensure full compliance with regulatory and internal requirements, and industry best practice.
- Control and monitor risk of a client's portfolio as a trusted advisor.
- At least five years' experience within wealth management/financial services.
- US Series 7 or equivalent qualification.
- Experience in portfolio management, wealth structuring, financial planning, long-term relationship management, and with an international clientele.
- Knowledge of all investment products in all asset classes and an industry qualification.
- Fluency in a second language is advantageous.
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London, Greater London, United Kingdom Portfolio Payroll Full timeWe are a well-established accountancy practice based in Chester, seeking an experienced Payroll Manager to join our established team. This is a fantastic opportunity for stability and potential long-term progression.This role is ideal for Payroll specialists looking to step up into a management position. The successful candidate will be responsible for...
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Senior Payroll Accountant
2 days ago
London, Greater London, United Kingdom Portfolio Payroll Limited Full timeI am seeking a highly skilled Senior Payroll Accountant to join my team at Portfolio Payroll Limited, based in the Chester area. This is an excellent opportunity for an experienced professional looking for stability and career progression.This role would be ideal for a senior payroll specialist looking to take on new challenges and responsibilities. You will...
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Senior Portfolio Manager
1 month ago
London, Greater London, United Kingdom Turner & Townsend Group Full timeSenior Portfolio ManagerAt Turner & Townsend Group, we are seeking a Senior Portfolio Manager to join our Real Estate Portfolio & Programme Management team. As a key member of our team, you will be responsible for managing the delivery of complex real estate programmes and portfolios for public sector clients, ensuring that client objectives are met and that...
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Senior Commercial Manager
1 month ago
London, Greater London, United Kingdom Atlantic Labs Manager GmbH Full timeJob TitleWe are seeking an experienced Senior Commercial Manager to drive our growth in the UK and Nordics regions. The ideal candidate will have a strong background in commercial leadership and a passion for travel.The Senior Commercial Manager will be responsible for leading and executing Omio's growth strategy for all products across the UK & Nordics...
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Senior Portfolio Manager
1 month ago
London, Greater London, United Kingdom Pension Corporation Full timeJob Title: Senior Portfolio ManagerPension Insurance Corporation, a specialist UK insurer, is seeking a Senior Portfolio Manager to join its Markets Solutions team. This role is responsible for managing the derivatives, government bond, and liquidity cash-like portion of PIC's portfolio.The ideal candidate will have a strong understanding of interest rates...
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Senior Portfolio Manager
4 days ago
London, Greater London, United Kingdom WTW Full timeThe Senior Portfolio Manager role at WTW offers a unique opportunity to develop and manage a portfolio of clients and prospects, driving business growth through strategic client relationship management and business development.Estimated Salary: £80,000 - £120,000 per annumAbout the RoleThis senior position requires the ability to craft strategies that meet...
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Senior Portfolio Manager
1 month ago
London, Greater London, United Kingdom Be Applied Ltd Full timeJob Title:Senior Portfolio ManagerJob Summary:We are seeking a highly skilled Senior Portfolio Manager to join our team. The successful candidate will be responsible for managing a portfolio of investments with Funded Partners, ensuring excellent grant making practice, and managing funding calls.Key Responsibilities:Manage a portfolio of investments with...
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Senior Payroll Operations Manager
2 days ago
London, Greater London, United Kingdom Portfolio Payroll Full timeJob Title: Senior Payroll Operations ManagerWe are looking for a highly skilled Senior Payroll Operations Manager to join our team at Portfolio Payroll. The successful candidate will be responsible for leading the payroll team, ensuring accurate and efficient processing of payroll.About the CompanyPortfolio Payroll is a dynamic company that specializes in...
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Senior Portfolio Manager
4 weeks ago
London, Greater London, United Kingdom BTA Full timeJob Title: Senior Portfolio ManagerAbout the Role:We are seeking a highly skilled Senior Portfolio Manager to join our team at BTA. As a Senior Portfolio Manager, you will be responsible for leading the implementation portfolio, ensuring its smooth operation, and driving efficiency improvements.Key Responsibilities:* Advise and lead strategic and efficiency...
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Senior Portfolio Manager
1 month ago
London, Greater London, United Kingdom Ki Insurance Full timeVacancy OverviewKi Insurance is seeking a skilled Portfolio Manager to join our team. As a key member of our capital partnerships team, you will be responsible for engaging and managing our capital partners from a partner relations and portfolio management perspective.You will work closely with our Senior Manager to create, manage, and enhance processes that...
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Senior Portfolio Manager
1 month ago
London, Greater London, United Kingdom https:jobs-redefined.cositemap Full timeJoin Our Team as a Senior Analysis ManagerWe are seeking a highly skilled Senior Analysis Manager to join our team at British Patient Capital. As a key member of our portfolio management team, you will be responsible for the ongoing management of portfolio activities across our funds and direct investment programmes.Key Responsibilities:Lead on all aspects...
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Senior Portfolio Manager
3 weeks ago
London, Greater London, United Kingdom New Look Group Full timeAbout the RoleWe are seeking a highly skilled Senior Portfolio Manager to join our team at New Look Group. As a key member of our leadership team, you will be responsible for driving the strategic direction of our business transformation initiatives.Your primary focus will be on managing and prioritizing a portfolio of large-scale, cross-functional...
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Senior Portfolio Manager
1 month ago
London, Greater London, United Kingdom Downing Ventures Full timeJob Title: Senior Portfolio ManagerWe are seeking a highly skilled Senior Portfolio Manager to join our Property Finance team at Downing Ventures. As a key member of the team, you will be responsible for managing a portfolio of residential development finance deals, from investment committee approval to completion.Your primary focus will be on project...
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Senior Portfolio Manager
4 weeks ago
London, Greater London, United Kingdom CRS Full timeAbout CRS Property Development Finance TeamThis is a growing and entrepreneurial UK challenger bank with a successful vertical in property development finance. The team has a fantastic culture and large growth plans, seeking dynamic individuals to join.Senior Portfolio Manager RoleAs a Senior Portfolio Manager, responsibilities include:Supporting the...
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Senior Portfolio Manager
4 weeks ago
London, Greater London, United Kingdom Premier Estates Full time**Job Title:** Senior Portfolio Manager**Job Summary:We are seeking a highly motivated and experienced Senior Portfolio Manager to join our team at Premier Estates. As a key member of our operations team, you will be responsible for the effective management of a portfolio of residential developments.**Key Responsibilities:**Ensure complete and effective...
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Senior Portfolio Manager
4 weeks ago
London, Greater London, United Kingdom https:jobs-redefined.cositemap Full timeVanguard is a company built on the simple premise that an investment firm should manage its funds solely in the interests of its clients. The Equity Index Group is a critical arbiter of our clients' investment success, and we are responsible for managing equity index portfolios for Vanguard's European domiciled accounts. Our experience in Europe is a...
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Senior Portfolio Manager
1 month ago
London, Greater London, United Kingdom https:jobs-redefined.cositemap Full timeDelivering Excellence in Public Sector Real EstateWe are seeking an experienced Senior Programme Manager to join our Real Estate Portfolio & Programme Management team. As a key member of our mission-focused team, you will work collaboratively with clients, regulatory bodies, and other consultancies to help our clients realise their objectives.Key...
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Senior Commercial Manager
4 weeks ago
London, Greater London, United Kingdom Atlantic Labs Manager GmbH Full timeJob Title: Senior Commercial ManagerWe are seeking a highly experienced Senior Commercial Manager to drive our growth in the UK and Nordics regions. As a key member of our team, you will be responsible for leading and executing our growth strategy for all products across the UK & Nordics regions, across rail & bus travel.Key Responsibilities:Lead and execute...
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Senior Portfolio Manager
1 month ago
London, Greater London, United Kingdom https:jobs-redefined.cositemap Full timeAt CBRE Investment Management, we're dedicated to delivering sustainable investment solutions across real assets categories, geographies, risk profiles, and execution formats. As a Senior Analyst, Account Management, you'll play a key role in supporting our clients' investment plans and providing expert portfolio management services.Key...
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Senior Portfolio Manager
4 weeks ago
London, Greater London, United Kingdom Vanguard Full timeAbout the RoleVanguard is a company built on the premise that an investment firm should manage its funds solely in the interests of its clients. The Equity Index Group is a critical arbiter of client investment success, responsible for managing equity index portfolios for European domiciled accounts. As Senior Portfolio Manager, you will play a vital role in...