Portfolio Manager Professional

4 weeks ago


Bath, Bath and North East Somerset, United Kingdom Monahans Full time
About the Role:
We are seeking an experienced Assistant Client Portfolio Manager to join our business services department at Monahans. As a key member of our team, you will be responsible for managing client portfolios, providing exceptional client service, and contributing to the growth and development of our business.

Key Responsibilities:
• Manage client relationships, providing proactive and responsive support to meet their needs and exceed their expectations
• Analyze and interpret client data to identify opportunities for growth and improvement
• Develop and implement effective solutions to address client challenges and achieve business objectives
• Stay up-to-date with industry trends and regulatory requirements, providing expert advice to clients and colleagues

Requirements:
• Qualified AAT or ACA/ACCA qualification (or equivalent experience)
• Proven experience in accountancy, preferably in a similar role at Monahans or another reputable firm
• Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues
• Strong analytical and problem-solving skills, with the ability to work accurately and efficiently under pressure

Our Team:
We are a dynamic and growing firm, committed to professional development and career progression. Our team is collaborative and supportive, with regular training and mentorship opportunities available to help you grow and succeed in your role.

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