Client Portfolio Manager

Unlock Your Potential as a Client Portfolio ManagerLevitate Recruitment is partnering with a National Accountancy Practice to find a skilled Client Portfolio Manager.Responsibilities include Audits, Accounts Preparation, and Tax assignments.Organize and plan workload across the team.Develop and build your own portfolio.As a Client Portfolio Manager, you will...

Job Description:We are seeking a highly skilled Client Portfolio Manager to join our team at Janus Henderson. As a key member of our investment team, you will be responsible for managing client portfolios, driving commercial success, and developing business plans.Key Responsibilities:Manage client portfolios, ensuring alignment with client expectations and...

Job DescriptionThe Trainee Wealth Manager will primarily assist with client services, supporting the management and development of client relationships. The successful candidate will be entrusted with a portfolio of clients and will be responsible for maintaining and enhancing client satisfaction.Key Responsibilities:Provide comprehensive support to senior...

Job OverviewWe are seeking an experienced Financial Solutions Manager - Debt Portfolio Expert to join our team at Client Server, a Seed funded FinTech start-up with ambitious growth plans.This is an impactful role that will allow you to bridge the gap between complex financial technologies and user-centric product design, focusing on transforming how fund...

Audit and Accounts ExpertiseWe are seeking a Client Portfolio Manager to join our team at Levitate Recruitment. Responsibilities include leading Audits, Accounts Preparation, and Tax assignments.Organise and plan workload across the team.Develop and build your own portfolio.About the RoleAs a Client Portfolio Manager, you will play a key role in developing...

About the Role:We are seeking a skilled Client Portfolio Manager to join our Client Success team. In this role, you will be responsible for managing a portfolio of strategic clients, ensuring they take full advantage of our features and services, and fostering strong customer relationships.Responsibilities:Manage a portfolio of strategic clients and ensure...

We 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...

Investment Portfolio Manager OpportunityMason Blake is seeking an experienced Investment Portfolio Manager to join our Developed Equity group.This role will involve working closely with investment and distribution functions to provide expert investment advice and serve as a primary investment contact for clients.Key Responsibilities:Support sales teams in...

**About the Role**We are seeking a skilled Client Portfolio Manager to join our Marketing & Business Development team at Blue Legal.The successful candidate will be responsible for liaising with key account teams to develop strategic plans for client programmes, leveraging their expertise in project management to prioritize tasks and meet deadlines.This is...

Drive Business Growth as a Regional Sales ManagerThe Portfolio Group is seeking a highly experienced Regional Sales Manager to lead their national team and drive expansion across the country. This exciting opportunity offers a generous package, including a basic salary of up to £60,000, a £5,000 car allowance, and quarterly and yearly bonuses based on...

Role Overview:The Neuberger Berman Client Portfolio Analytics Associate will play a pivotal role in the London Client Reporting & Portfolio Analytics team, supporting European High Yield and global fixed income portfolio management teams. Key responsibilities will include compiling portfolio and market-specific materials, institutional client reporting,...

{"h3>Client Relationship Development SpecialistAbout the Role:Fitch Group is seeking a Client Relationship Development Specialist to manage an existing portfolio of strategic client accounts across Europe. The purpose of this role is to develop strong relationships with client contacts across the organization, grow the portfolio, and seek out new business...

Job Title: Client Portfolio ExecutiveBarings is seeking a highly skilled Client Portfolio Executive to join our Client Portfolio Management team. As a key member of the team, you will play a crucial role in executing the capital raising strategy for European real estate debt products, with a primary focus on the Barings European Real Estate Debt Income Fund...

About Client ServerWe're a Seed funded FinTech start-up with ambitious growth plans and secure backing. Our team is passionate about transforming the Private Debt / lending space.Salary & BenefitsThis exciting opportunity offers a salary up to £100k, pension, hybrid / flexible working, and impactful role with excellent career progression as the company...

Fitch Group, a global leader in financial information services, is seeking a highly skilled Client Relationship Development Specialist to manage a defined portfolio of strategic client accounts across Europe.The ideal candidate will have a strong background in sales/relationship management, ideally within the financial services education sector, and a proven...

Job Summary:Fitch Group, Inc. is seeking a skilled Client Relationship Development Specialist to manage a defined portfolio of strategic client accounts across Europe and grow these through developing strong relationships with client contacts across the organization.Key Responsibilities:Manage client relationships to drive business growth and...

**Company Overview:**Our client is a top 10 practice in London, providing expert services to private clients and businesses. With a reputation for excellence and a commitment to innovation, we are well-positioned to make waves in the accountancy world.Job Description:We are seeking an experienced Private Client Manager to join our team. The ideal candidate...

IDEX Consulting is proud to partner with a leading global insurance broker to appoint a Risk and Healthcare Adviser based anywhere in the UK. This is a fantastic opportunity for someone looking to grow their career in the benefits space.About the RoleYour primary focus will be to manage a portfolio of HNW clients, providing tailored solutions across the full...

We are seeking a highly accomplished and results-driven Strategic Private Client Portfolio Manager to join our esteemed team at IDEX Consulting.About the RoleThis is an exceptional opportunity for a skilled Private Client lawyer with a proven track record to build and manage a thriving portfolio of high-net-worth individuals, families, and entrepreneurs. As...

About the RoleWe are seeking a highly skilled and experienced Tax Assurance Lead to join our Private Client service line at Forvis Mazars. As a key member of the team, you will be responsible for managing a client portfolio through the tax assurance process, reviewing tax returns, and providing technical analysis to clients on matters affecting various tax...