Client Portfolio Manager

Backend Software Engineer (Finance)At Client Server, we need a skilled software engineer to work on our Portfolio Management systems. The ideal candidate should have in-depth knowledge of C#, SQL and .Net Core.Key Responsibilities:Design and implement software components for our Portfolio Management systems.Collaborate with other teams to understand and meet...

**About the Role:**We are looking for an ambitious and results-driven Senior Portfolio Strategist to join our team at La Fosse Associates Ltd.The successful candidate will be responsible for managing client portfolios, ensuring all services are delivered on time. This includes statutory accounts, payroll, and VAT returns.Key Responsibilities:Manage client...

We are seeking a Client Portfolio Manager to join our team in London. This is a fantastic opportunity for a sales professional with experience in managing client relationships and developing new business opportunities.The role involves analyzing client portfolios, building strong relationships with key contacts, and identifying new business opportunities...

Job Title: Portfolio Payroll ManagerThe Portfolio Payroll team is seeking an experienced Payroll Manager to join our dynamic team in the UK. As a key member of our payroll operations, you will play a crucial role in managing payroll processes for our global workforce.About the Role:We are looking for a highly skilled and organized individual to manage...

Portfolio Payroll: A Dynamic Role for a Payroll ExpertWe are seeking an experienced Payroll Officer to join our team at Portfolio Payroll. As a well-established company in Lancashire, we offer a competitive salary of £30,000 and a chance to work with top-notch clients.This role requires strong technical skills, including proficiency in relevant systems and...

Levitate Recruitment - Accountancy and Insolvency Recruitment Specialists is currently seeking a Client Portfolio Manager to join our team. As a Client Portfolio Manager, you will be responsible for managing client relationships and providing expert advice on financial matters.About the RoleYour main responsibilities will include working across Audits,...

About the RoleWe are seeking a highly skilled Client Portfolio Manager to join our team. As a key member of our organization, you will be responsible for owning and managing the UK longtail portfolio, which amounts to over $300K in annual recurring revenue.Your primary objective will be to tackle the challenges of maintaining a consistent level of client...

As a Client Portfolio Manager at Cazenove Capital, you will play a vital role in supporting our portfolio managers and directors in managing client relationships and investments. Your key responsibilities will include assisting in the recommendation and implementation of changes to underlying securities and/or funds, maintaining accurate records of client...

Sacco Mann is seeking a Client Portfolio Manager to join our team. This is an exciting opportunity to work with a variety of clients, from high-profile international brands to small start-ups, and to take on a leadership role in managing client portfolios.The successful candidate will have a strong background in law and be able to demonstrate excellent...

As a Client Portfolio Manager at Pro Talent, you will be responsible for managing your own portfolio of clients in Hove. This role involves handling statutory accounts, company and business tax, personal tax, and providing advice as needed.The ideal candidate will have ACA/ACCA qualifications or near completion with solid accounts preparation experience from...

Job DescriptionWe are seeking a skilled Software Engineer - Portfolio Management to join our team in London. This is a great opportunity to work on complex systems with continual learning opportunities.You will design, develop, and support Portfolio Management systems using C# .Net Core on the backend and Angular/TypeScript on the frontend. Your expertise in...

Job OverviewThe Client Portfolio Manager is responsible for the day-to-day management of a portfolio, ensuring seamless client relationships and efficient operations. This role involves:Establishing and maintaining regular communication with clients to understand their needs and preferences.Managing major works and section 20 requirements to ensure...

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...

About the RoleWe are seeking an experienced Client Portfolio Manager to join our team at LAW Absolute. The ideal candidate will have a proven track record of managing global clients within financial services, with a focus on funds.As a key member of our Business Development team, you will work closely with Relationship Partners to build and deepen client...

Spencer Clarke Group Ltd. is seeking an experienced Client Portfolio Manager to lead a portfolio of clients in the UK. This role offers a competitive salary of £47,000 - £55,000 depending on experience.About the Role:Manage a portfolio of clientsLead audits from planning to completionReview and train semi-seniorsPrepare and submit statutory accountsPrepare...

About the OpportunityAre you a data-savvy C# Developer with strong SQL skills combined with a good understanding of finance/trading systems? This could be an exciting opportunity for you to progress your career and gain valuable finance experience at a highly successful Hedge Fund, working on complex and interesting systems with continual learning...

About the JobWe are seeking a talented Portfolio Client Management Lead to join our London team. As a key member of our Business Services Team, you will be responsible for managing a large portfolio of businesses, ensuring seamless day-to-day management and delivering high-quality services to our clients.You will work closely with our clients to understand...

Job Description: Client Portfolio LeadWe are seeking a seasoned Client Portfolio Lead to manage a client portfolio across tax compliance and advisory services. This role involves overseeing junior staff, supporting the firm's growth, and developing business relationships.The ideal candidate will have exceptional leadership skills, experience managing a...

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...

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...