Client Portfolio Manager

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...

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...

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...

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...

About UsPIMCO is a global investment management firm that has been helping investors achieve their objectives for over 50 years. We have a long history of innovation and excellence, and we are committed to continuing this tradition through our talented team of professionals.Job DescriptionWe are seeking an experienced Client Portfolio Manager to join our...

At XCEL BESPOKE Ltd, we are seeking an exceptional Client Portfolio Manager to drive business growth and development across our key client base.Main responsibilities:Support the Account Director in growing and developing three clients with a combined annual turnover of £2.5m.Develop and implement a sales strategy to meet business objectives, including cost...

**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...

Job Description: Strategic Client Portfolio ManagerWe are seeking a Strategic Client Portfolio Manager to join our team in London. As a key member of our sales team, you will be responsible for managing a defined portfolio of strategic client accounts across Europe. Your primary goal will be to grow these accounts through developing strong relationships with...

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...

**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...

Job Description:A seasoned Portfolio Manager is required to oversee a diverse portfolio of clients, driving strategic growth and financial success. As a senior professional in this role, you will be responsible for:Managing a portfolio of clients and coordinating their accounting needs, ensuring seamless integration and optimized results.Liaising with...

**Job Overview**We are seeking a highly skilled and experienced Tax Services Director to lead our Private Client tax portfolio in Gloucester. As a key member of our team, you will be responsible for providing strategic advice and solutions to clients, managing a private client portfolio, and identifying tax-sensitive expenditure and wider tax issues.

About Portfolio PayrollWe are partnered with a global financial services organisation to manage their international payroll requirements.

We are seeking an experienced professional to join our Private Credit Client Portfolio Management team in Europe, focusing on global private finance/direct lending.This individual will support all Barings private credit strategies, including global private finance, capital solutions, infra debt, portfolio finance, structured finance, and private...

Job DetailsMason Blake is seeking an experienced Portfolio Manager to join their Private Client investment team.The successful hire will have a high level of visibility to Portfolio Managers and clients while supporting portfolio management activities.Conduct portfolio management activities across a broad range of client portfolios, each with a bespoke...