Portfolio Manager
1 month ago
At IDEX Consulting, we are seeking a skilled Portfolio Manager to join our investment team in Manchester. As a key member of our team, you will be responsible for acting as a point of contact for clients, communicating effectively, and assisting with long-term relationships.
Key Responsibilities:- Act as a point of contact for clients
- Communicate professionally and effectively with clients
- Assist with long-term relationships with a portfolio of clients
- Identify business development opportunities within the existing client base
- Work alongside Senior Client Manager to discuss client circumstances and create a financial strategy
- Maintain ongoing relationships with clients, keeping them informed and answering queries
- Identify client needs and undertake preparation, collaborating with other colleagues and teams where appropriate
- Articulate our services to clients and identify business opportunities based on their needs
- Ensure all clients are contacted on a regular basis
- Ensure client-facing documents are accurate and appropriate for the client
- Solid investment industry experience
- Good client service skills
- Investment Advice Diploma is essential
We offer a competitive benefits package and hybrid working arrangements.
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Portfolio Insights Manager
1 month ago
Manchester, United Kingdom Portfolio Verlag Full timeJob DescriptionWe are seeking a skilled Portfolio Insights Manager to join our Operational Excellence team in either our Salford Quays, Manchester or Haywards Heath, West Sussex office.In this role, you will work closely with the senior leadership team to focus on the provision of reporting, insight, and analysis on value being delivered across the change...
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Commercial Solicitor
1 month ago
Greater Manchester, United Kingdom Portfolio Payroll Full timeWe are seeking an experienced Commercial Solicitor to join our team at Portfolio Payroll, a commercial legal firm in Manchester.This is an opportunity for a qualified legal professional to enhance their generalist commercial legal knowledge and provide a full legal service to our existing portfolio.Key duties and tasks include:Delivering a full legal service...
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Assistant Payroll Manager
1 day ago
Greater Manchester, United Kingdom Portfolio Payroll Full timeAbout Us:Portfolio Payroll is a leading provider of payroll services to clients across the UK. We are committed to delivering high-quality services and providing our clients with exceptional support and expertise. Our team is dedicated to ensuring that our clients receive the best possible service and we pride ourselves on our reputation for excellence.Job...
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Manchester, United Kingdom Portfolio Payroll Limited Full timeJob SummaryWe are seeking an experienced Payroll Administrator to join our team at Portfolio Payroll Limited, based in the Manchester area. This is a high-volume, fast-paced role that requires strong technical skills and excellent communication abilities.About the RoleThe successful candidate will be responsible for managing their own portfolio of clients,...
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Portfolio Manager
1 month ago
Manchester, United Kingdom Succession Partners Full timeAs a Portfolio Manager at Succession Partners, you will be responsible for creating value across our portfolio of investments. This will involve proactive portfolio management, ranging from high potential recent business start-ups to more established SMEs. You will prioritize hands-on support to portfolio companies requiring direct input and guidance on...
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Portfolio Manager
3 weeks ago
Manchester, United Kingdom CV-Library Full timeMERJE is seeking a highly skilled Portfolio Manager for a leading banking institution in Manchester. This role involves overseeing customer journeys, conducting portfolio reviews, and managing risk. The ideal candidate will have extensive experience in commercial lending and possess strong analytical and communication skills. Location: Manchester, UK -...
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Data Insights Manager
3 weeks ago
Manchester, United Kingdom Portfolio Verlag Full timeWe're seeking a skilled Data Insights Manager to join our Operational Excellence team at Portfolio Verlag. As a key member of our team, you'll be responsible for providing actionable insights and data-driven recommendations to inform business decisions. Key responsibilities include:Collaborating with senior leadership to develop and implement data-driven...
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Portfolio Manager
1 day ago
Manchester, United Kingdom Peacocks Full timeAbout the RoleWe are seeking a skilled Portfolio Manager to oversee our diverse property portfolio of 550 stores. This is an exciting opportunity for a motivated individual to make a significant impact on our company's success.As our Portfolio Manager, you will be responsible for efficiently managing day-to-day maintenance for all company-owned or leased...
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Portfolio Manager
6 months ago
Manchester, United Kingdom Student Cribs Full timeWe’re now recruiting for an experienced Portfolio Manager to join the team to lead our letting, management & customer service operations across our fast-growing property portfolio. This is an important role leading an established team and an exciting opportunity for a high calibre candidate seeking significant responsibility. Responsibilities• To manage...
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Portfolio Manager
6 months ago
Manchester, United Kingdom Student Cribs Full timeWe’re now recruiting for an experienced Portfolio Manager to join the team to lead our letting, management & customer service operations across our fast-growing property portfolio. This is an important role leading an established team and an exciting opportunity for a high calibre candidate seeking significant responsibility. Responsibilities•To manage...
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Portfolio Manager
3 weeks ago
Manchester, United Kingdom Student Cribs Full timeJob Description We’re now recruiting for an experienced Portfolio Manager to join the team to lead our letting, management & customer service operations across our fast-growing property portfolio. This is an important role leading an established team and an exciting opportunity for a high calibre candidate seeking significant responsibility. ...
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Portfolio Manager
1 day ago
Manchester, United Kingdom Get Living Full timeJob DescriptionWe are seeking a highly skilled Portfolio Manager to join our team at Get Living. As a key member of our operations team, you will be responsible for managing day-to-day operations, ensuring safe and compliant portfolio maintenance.You will oversee the lettings process, sales, and third-party agent engagement, as well as manage resident...
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Strategic Portfolio Manager
2 weeks ago
Manchester, United Kingdom Forge Talent Full timePortfolio Director RoleForge Talent is partnering with a reputable PE house to recruit a Portfolio Director. Reporting directly to the Portfolio Team Director, the candidate will work closely with the Investment Committees to create value, provide strategic support, and minimize losses.The successful candidate will offer hands-on guidance, challenge...
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Portfolio Manager
4 weeks ago
Manchester, United Kingdom The People Pod Careers Full timeKey Responsibilities:The Portfolio Manager will provide data-driven pricing strategies and rental valuations to ensure optimal returns for investors.Deliver market insights and forecasts to help investors make informed portfolio decisions.Negotiate rental offers between applicants and landlords to align with market trends.Work with landlords and tenants to...
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Lettings Portfolio Manager
3 weeks ago
Manchester, United Kingdom The People Pod Full timeJob DescriptionLettings Portfolio ManagerAt The People Pod, we're seeking a skilled Lettings Portfolio Manager to oversee our portfolio of properties and play a key role in shaping our investment services.This exciting opportunity allows you to take ownership of your own portfolio and drive success in a rapidly expanding agency.Key Responsibilities:Managing...
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Property Portfolio Manager
1 day ago
Manchester, United Kingdom The People Pod Full timeProperty Portfolio ManagerAs a key member of our team at The People Pod, we are seeking a highly skilled Property Portfolio Manager to oversee a stunning portfolio of properties.This is an excellent opportunity for an ambitious individual to shape the role of a Property Portfolio Manager in our rapidly expanding agency, driven by exciting partnerships within...
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Business Development Manager
4 weeks ago
Manchester, United Kingdom The Portfolio Group Full timeJob Title: Business Development ManagerAbout the Role:We are seeking a highly skilled Business Development Manager to join our team at The Portfolio Group. As a Business Development Manager, you will play a pivotal role in expanding our client's intermediary portfolio.Key Responsibilities:Proactively manage and grow the intermediary portfolio by creating and...
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Portfolio Manager
2 weeks ago
Manchester, United Kingdom MERJE Full timeMERJE is seeking a highly skilled Portfolio Manager for a leading banking institution in Manchester. This role involves overseeing customer journeys, conducting portfolio reviews, and managing risk. The ideal candidate will have extensive experience in commercial lending and possess strong analytical and communication skills.Location: Manchester, UK - Hybrid...
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Client Portfolio Manager
2 weeks ago
Manchester, United Kingdom BNY Full timeAbout the RoleWe are seeking a highly skilled Client Portfolio Manager to join our Corporate Trust team in Manchester, UK. The successful candidate will be responsible for managing a portfolio of loans and ensuring high client experience levels.
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Investment Portfolio Manager
14 hours ago
Manchester, United Kingdom CV-Library Full timeJob DescriptionMERJE is seeking an experienced Portfolio Manager to join a leading banking institution in Manchester. This role involves overseeing customer journeys, conducting portfolio reviews, and managing risk.The ideal candidate will have extensive experience in commercial lending and possess strong analytical and communication skills.Location:...