Client Services Portfolio Manager

Aston Charles is seeking a Client Portfolio Manager to join its Corporate Unit in Glasgow or Edinburgh. As a key member of the team, you will manage a diverse portfolio of clients and develop effective relationships with them.You will work closely with Account Executives and Directors to understand client needs and develop solutions. Excellent communication...

About 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,...

In this exciting opportunity, you will work as a Client Services Manager at Greenbean Careers in Edinburgh. The estimated salary for this 6-month fixed term contract is £29,000-£30,000.You will play a key role in developing and maintaining strong relationships with adviser firms, working closely with colleagues to achieve excellent results. Your main...

About the RoleThe Portfolio Group is looking for an experienced Human Resources Consultant to join our dynamic consultancy. As a Regional HR Manager, you will play a pivotal role in leading meetings, negotiation sessions, and offering expert guidance on diverse employee relations matters.ResponsibilitiesProvide expert advice on employee relations...

About SchrodersWe are a global investment manager, providing investment services to individuals, charities, and institutions. We have around 6,000 people on six continents, and we've been around for over 200 years.The RoleWe are seeking an experienced professional to join our team as a Client Services Executive. In this role, you will work closely with...

**About the Role**We are looking for a talented Senior Accountant to join our team in Edinburgh. As a Senior Accountant, you will be responsible for managing a portfolio of clients and delivering high-quality financial services.Key ResponsibilitiesManage a portfolio of clients and prepare their statutory accountsProcess VAT returns and HMRC tax...

Job OverviewThis is an exciting opportunity for a Portfolio Management Specialist to join our Private Client department. As a key member of our team, you will be responsible for managing a portfolio of professional partnerships, estates, and high net worth individuals.You will work closely with our partners and clients to understand their tax needs and...

About the RoleWe are seeking a highly motivated and experienced Private Client Service Manager to join our team at Ably Resources. As a key member of our private client team, you will be responsible for delivering high-quality services to clients, including tax planning, wills, trusts, and estate administration.The ideal candidate will have a strong...

About the Job:We are seeking an experienced Microsoft 365 and Azure administrator to join our team at Lorien. As a key member of our IT department, you will be responsible for the daily administration, configuration, and maintenance of our Microsoft 365 and Azure portfolio.Company Overview:Lorien is a long-standing and successful company with offices near...

About the RoleWe are seeking a highly skilled Portfolio Services Expert to join our team in a leading asset manager based in London or Edinburgh. This is a permanent opportunity that will provide you with a unique chance to make a significant impact on our operations.As a Portfolio Services Expert, you will be responsible for handling queries from equity...

About the RoleThe Investment Portfolio Manager role at Citigroup Inc. is an exciting opportunity to join a dynamic team responsible for managing investment portfolios on behalf of clients. As a key member of the team, you will be responsible for identifying and implementing investment opportunities that meet client objectives.Key ResponsibilitiesIdentify and...

Job DescriptionPortfolio Management: You will be responsible for managing a portfolio of office, retail, and industrial premises, maintaining client relationships, and performing estate management duties.Service Charge Budgets: Prepare and monitor service charge budgets to ensure seamless delivery of services.New Business Opportunities: Work on new business...

Job OverviewWe are seeking an experienced Client Relations Manager to join our team in Edinburgh, UK. The ideal candidate will have a strong background in customer service and financial procedures.The successful applicant will be responsible for building relationships with adviser firms, managing their own portfolio, and providing exceptional service to...

Job OverviewZipRecruiter is seeking a seasoned Financial Planner Director to join our team in Scotland.This role offers the opportunity to grow and manage a portfolio of clients, delivering tailored financial planning advice.The ideal candidate will have experience in private client wealth management and a track record of success in growing and managing...

We are seeking a Rural Estate Portfolio Manager to provide a tailored service to clients and manage assets using a range of residential, agricultural, sporting and commercial tenancies, contract farming agreements, and other forms of contracts. The role is predominantly focused on the management of traditional rural estate portfolios.The ideal candidate will...

Job OverviewWe are seeking an experienced and talented professional to join our growing Client Services team as a Head of Client Services. This role will be based from either our Edinburgh, Glasgow or Newcastle Office.As a senior member of the team, you will take ownership of our relationships with some of our major clients, ensuring they experience the very...

About Our ClientJohnstonGreer Ltd is a recruitment agency specialising in the Financial Services and Pensions sectors. We operate as an Employment Agency in providing permanent job seeking services.Job DescriptionThe successful candidate will be responsible for servicing a portfolio of SIPP and SSAS clients, including illustrations and technical support....

Job Title: Client Account ManagerWe are seeking an experienced Client Account Manager to join our Employee Benefits team in Edinburgh/Glasgow. This role involves managing a portfolio of clients, developing strong relationships, and providing expert guidance on employee benefits solutions.About the RoleThis is a fantastic opportunity for someone with a strong...

Cobalt Recruitment is working with a respected Managing Agent to find a highly skilled Property Portfolio Manager to oversee a portfolio of commercial properties in Edinburgh and Dunfries.The ideal candidate will have excellent organizational skills, be able to manage multiple assets, and have experience in facilities management.Salary: £45,000 - £60,000...

About the JobWe are looking for a skilled Portfolio Management Professional to join our team at Azets. This exciting opportunity involves owning and managing a client portfolio, overseeing team portfolios, and contributing to workflow planning.Main ResponsibilitiesOversight of a portfolio of audit clients, including the preparation of accounts and...