Senior Client Portfolio Manager
4 weeks ago
We are seeking a highly skilled Account Growth Specialist to join our team at Anonymous. As a key member of our sales team, you will be responsible for managing and growing a portfolio of established clients across Scotland, driving retention, growth, and client satisfaction to meet sales targets.
Key Responsibilities
• Drive growth in sales and retention within existing client accounts.
• Create upsell and cross-sell strategies to meet / exceed monthly sales targets.
• Collaborate with internal teams to support clients and ensure smooth service delivery.
• Provide weekly AOV and Contract Bank churn forecasts, with defined close plans/mitigation activities stepping through the timelines associated to each sales stage.
Requirements
Proven experience in B2B account management, retention, and growth in tech services or software.
• Ability to manage multiple accounts, including complex renewals.
• Salary - £60k-£80k base + £35k-£50k comms (depending on experience).
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Senior Legal Portfolio Manager
3 days ago
Edinburgh, Edinburgh, United Kingdom Career Legal Full time**Job Overview**Career Legal is seeking a highly experienced Senior Legal Portfolio Manager to join our team in Leeds, Edinburgh or Manchester. As a key member of our Property Asset Management group, you will play a crucial role in leading our client's legal operations and driving business growth.**Responsibilities**Lead the legal strategy for a major...
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Portfolio Management Professional
3 days ago
Edinburgh, Edinburgh, United Kingdom Schroders Recruitment Full timeAbout the RoleWe are seeking a highly skilled Portfolio Management Professional to join our Wealth Management division, Cazenove Capital. This is an exciting opportunity for someone who is passionate about delivering exceptional client service and investment management.Key Responsibilities:Support senior portfolio managers in managing clients' portfolios,...
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Senior Portfolio Manager Lead
2 weeks ago
Edinburgh, Edinburgh, United Kingdom Rettie and Co. Full timeAbout the RoleRettie & Co. is a leading and independent property specialist. We are seeking an experienced Senior Property Manager to lead a team of Portfolio Managers and Portfolio Assistants. In this role, you will be accountable for maximising the performance of the properties under your direct management, retaining clients and promoting portfolio...
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Senior Real Estate Portfolio Manager
3 weeks ago
Edinburgh, Edinburgh, United Kingdom Barclays Full timeJob SummaryWe are seeking a highly skilled and experienced Senior Real Estate Portfolio Manager to join our UK Corporate Banking team. As a key member of our Real Estate Coverage business area, you will be responsible for managing a portfolio of Real Estate customers, with a specific focus on Commercial Investment, Commercial Development, Residential...
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Audit/Accounts Senior Executive
3 weeks ago
Edinburgh, Edinburgh, United Kingdom Hays Senior Finance Full timeYour new finance careerHays Senior Finance is pleased to partner with a Top 20 Chartered Accountancy Firm in seeking an experienced Senior Finance Auditor. This organisation is people-centric and offers an excellent benefits package, flexible and hybrid working opportunities, and a dynamic, supportive and collegiate audit team.Your New RoleIn your new role,...
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Senior Client Relationship Manager
4 weeks ago
Edinburgh, Edinburgh, United Kingdom GB035 Mercer (UK) Limited Full timeAbout the Role:We are seeking a highly skilled Senior Client Relationship Manager to join our Employee Benefits team at Mercer (UK) Limited. As a key member of our team, you will be responsible for delivering exceptional client service and building strong relationships with our clients.Key Responsibilities:Manage a portfolio of clients, providing expert...
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Senior Property Manager
4 weeks ago
Edinburgh, Edinburgh, United Kingdom Morepeople 01780 Full timeJob SummaryWe are seeking a highly skilled Senior Property Manager to join our team at Morepeople 01780. As a key member of our rural estate management team, you will be responsible for providing a tailored service to clients and managing assets using a range of residential, agricultural, sporting, and commercial tenancies, contract farming agreements, and...
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Property Portfolio Manager
3 weeks ago
Edinburgh, Edinburgh, United Kingdom Morepeople 01780 Full timeJob SummaryWe are seeking a skilled Property Portfolio Manager to join our team at Morepeople 01780. The successful candidate will be responsible for managing a range of traditional rural estate portfolios.Key ResponsibilitiesProviding a tailored service to clientsManaging assets using a range of residential, agricultural, sporting and commercial tenancies,...
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Senior Tax Consultant
1 month ago
Edinburgh, Edinburgh, United Kingdom The Portfolio Group Full timeCompany Overview:The Portfolio Group is a leading provider of tax advisory services, delivering top-tier professional advice to help businesses improve their performance. With a strong focus on supporting SMEs, they offer a comprehensive suite of services, including tax, VAT, payroll, employment, HR, health & safety, and commercial legal advice.The...
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Regional Portfolio Manager
3 weeks ago
Edinburgh, Edinburgh, United Kingdom Houseful Full timeKey Account Manager RoleAs a Key Account Manager at Houseful, you will be responsible for managing and growing a regional portfolio of estate agents in the Northeast of England and Scotland.This field-based role involves travel 1-4 days a week, allowing you to work closely with clients and prospects across the region.Key responsibilities include:Delivering...
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Senior Property Manager
3 weeks ago
Edinburgh, Edinburgh, United Kingdom Rettie and Co. Full timeAbout the RoleRettie & Co. is a leading independent property specialist with a strong track record of market knowledge and exceptional customer care. We are seeking an experienced Senior Property Manager to support our ambitious growth plans and lead a team of Portfolio Managers and Portfolio Assistants.Key ResponsibilitiesMaximise the performance of...
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Regional Portfolio Manager
4 weeks ago
Edinburgh, Edinburgh, United Kingdom Houseful Full timeKey Account Manager Role OverviewWe are seeking a highly skilled and experienced Key Account Manager to join our team at Houseful. As a Key Account Manager, you will be responsible for managing and growing a regional portfolio of estate agents in the Northeast of England and Scotland.Key ResponsibilitiesDeliver revenue and branch growth across Zoopla's...
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Investment Portfolio Coordinator
2 weeks ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeEden Scott is seeking a skilled Investment Portfolio Coordinator to join their Financial Services team in Edinburgh. This role offers an exciting opportunity to support a dynamic and fast-growing firm that values precision, efficiency, and exceptional client service.Key ResponsibilitiesProcess transactions, valuations, and client reports to maintain and...
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Senior Property Manager
4 weeks ago
Edinburgh, Edinburgh, United Kingdom Rettie and Co. Full timeAbout the RoleRettie & Co. is seeking an experienced Senior Property Manager to lead a team of Portfolio Managers and Portfolio Assistants, ensuring exceptional customer service to all potential and current clients. The successful candidate will be accountable for maximising the performance of properties under their direct management, retaining clients, and...
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Audit Manager
3 weeks ago
Edinburgh, Edinburgh, United Kingdom Hays Senior Finance Full timeAbout the RoleHays Senior Finance is partnering with a top UK Chartered Accountancy Firm to find an experienced Audit Senior. This organisation is people-centric and provides excellent benefits and flexible working opportunities. They offer accounting, audit, tax, and business advisory services to clients across various industries.Your New RoleIn this role,...
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Product Manager
1 week ago
Edinburgh, Edinburgh, United Kingdom addepar Full timeJob Title: Product Manager - Portfolio Data FeedsJob Description:Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. With a strong focus on portfolio data feeds, we are seeking a skilled Product Manager to join our team. As a Product Manager, you will be...
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Head of Strategic Portfolio Management
3 weeks ago
Edinburgh, Edinburgh, United Kingdom Motability Operations Full timeAbout The RoleA new role in our Technology leadership, the Head of Strategic Portfolio Management is responsible for maintaining the overall technology strategy, roadmap and budget. They ensure alignment between strategic objectives and technology investments across all technology functions.This includes facilitating and informing decision making, providing...
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Property Portfolio Manager
2 weeks ago
Edinburgh, Edinburgh, United Kingdom GKR International - Real Estate Talent Specialists Full timeProperty Manager RoleGKR International - Real Estate Talent Specialists is seeking a Property Manager to manage a diverse portfolio of residential and commercial properties in Edinburgh.Key ResponsibilitiesManage a select portfolio of properties, ensuring they are maintained to the highest standards.Coordinate routine inspections, manage repairs and...
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International Private Client Tax Leader
3 weeks ago
Edinburgh, Edinburgh, United Kingdom Austin Rose Associates Limited Full timeInternational Private Client Tax Senior Manager – Big 4 – A highly skilled and experienced Private Client Tax Senior Manager is required to join a leading Big 4 firm in Edinburgh. Our client has an impressive reputation for delivering exceptional tax services to high net worth individuals, trusts, and privately owned businesses.About the RoleThe...
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Senior Property Manager
4 weeks ago
Edinburgh, Edinburgh, United Kingdom Rettie and Co. Full timeAbout the RoleRettie & Co. is seeking an experienced Senior Property Manager to lead a team of Portfolio Managers and Portfolio Assistants. As a key member of our Lettings team, you will be responsible for maximising the performance of properties under your direct management, retaining clients, and promoting portfolio growth.Key ResponsibilitiesEnsure 100%...