Client Portfolio Manager

2 days ago

Weybridge, Surrey, United Kingdom Michael Page Full time
Job Title: Client Portfolio Manager

Michael Page is seeking a highly skilled Client Portfolio Manager to join our team in Surrey. As a key member of our Accounting & Finance department, you will be responsible for managing and nurturing client relationships across the portfolio, ensuring excellent customer service and maintaining high client satisfaction.

Key Responsibilities:
  • Manage and maintain client relationships across the portfolio, providing comprehensive financial management and oversight.
  • Prepare and deliver financial reports across the portfolio, ensuring accuracy and attention to detail.
  • Work collaboratively with the Accounting & Finance team to achieve business objectives and support client growth and profitability strategies.
  • Ensure compliance with financial regulations and standards, maintaining a high level of professionalism and integrity.
  • Contribute to team meetings and business development initiatives, sharing knowledge and expertise to drive business growth.
Requirements:
  • A professional qualification or qualified by experience in Accounting and Finance.
  • Proven experience in portfolio management, with a strong background in client relationship management.
  • Excellent interpersonal and communication skills, with the ability to build strong relationships with clients and colleagues.
  • Strong financial acumen, with a keen eye for detail and accuracy.
  • Able to work in a fast-paced environment, prioritizing tasks and managing multiple projects simultaneously.
What We Offer:
  • A competitive salary and attractive holiday leave package.
  • A comprehensive benefits package, including health insurance and pension scheme.
  • A supportive and professional team environment, with opportunities for ongoing professional development.
  • Centrally located offices in Surrey, with easy access to public transportation.

This is a fantastic opportunity for a Client Portfolio Manager looking to take a step forward in their career within a respected Business Services firm. If you are a motivated and experienced professional with a passion for client relationship management, we encourage you to apply for this exciting role.

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