Portfolio Executive

2 weeks ago


Liverpool, United Kingdom Campbell & Fletcher Full time

Portfolio Executive

Liverpool / Preston

up to £55K

Our Client specialise in the SME finance sector and are looking to recruit a Portfolio Executive who will assist in the management of the portfolio investments. You will need to build close working relationships internally and with external business introducersand service providers, to increase their market knowledge and ability to provide added value to portfolio clients. A comprehensive understanding of the portfolio will be maintained through routine monitoring and contact.

Experience of working in a Relationship Management role within a bank or similar financial environment and in particular experience of analysing financial information to a high level is essential, along with an awareness of business issues and the SME marketin the North West.



  • Liverpool, Liverpool, United Kingdom Public Sector Resourcing Full time £18,600 - £54,300 per year

    On behalf of HSE, we are looking for a Senior Portfolio Analyst (Inside IR35) until end of March 2026. This is a hybrid working role (one day per week office based - Liverpool/Basingstoke/Birmingham/Leeds or Nottingham).At the Health and Safety Executive, we believe everyone has the right to come home safe and well from their job. Our mission is to prevent...

  • Sales Executive

    4 weeks ago


    Liverpool, United Kingdom Matched Full time

    Sales Executive (Remote)Package: Basic £35,000 - £45,000 / OTE £20,000 - £25,000 (uncapped)Selling: Accountancy SaaSWHY: 100% Existing Account ManagementDo you have 18+ month sales experience?Do you have experience selling software into Accountancy companies?Do you want to work in a 100% retention and account management role?The company are a leading...


  • Liverpool, United Kingdom eFinancial Careers Full time

    **Overview** **About BNY Mellon | Pershing** For over 235 years, Bank of New York Mellon (BNY Mellon) has been at the centre of the global financial markets. BNY Mellon | Pershing is a global provider of execution, settlement and custody services to wealth management and institutional firms. As whollyowned subsidiary of BNY Mellon, Pershing EMEA delivers...


  • Liverpool, Liverpool, United Kingdom Rathbones Full time £40,000 - £60,000 per year

    Job Title: Investment operations ExecutiveDepartment: RAMLocation: LiverpoolContract Type:   PermReporting to: Connor DayThe RoleRam is an active discretionary fund management house delivering single, multi asset, seg mandate, and charity fund strategies to institutional and retail clients. The business has experienced significant growth and backed by a...


  • Liverpool, United Kingdom The Candidate Full time

    **Senior Client Executive - Liverpool (2 days per week min.) - up to £36,000 plus bonus - Agency** Our client is on the of the UK’s leading media agencies and over the years they have managed to build a flawless reputation as well as an impressive list of high-profile clients! As an agency, they strive to produce high-quality, cutting edge and...


  • Liverpool, United Kingdom Meraki Full time

    Corporate Actions Executive - Corporate Actions - Investment Operations **Corporate Actions Executive** Excellent Salary plus benefits and bonus Permanent Liverpool (hybrid working) Posted: 15 February 22 Start date: Feb 22 - Apr 22 Meraki Talent’s financial services client is actively looking for a Corporate Actions Executive to join their expanding...

  • Media Executive

    7 days ago


    Liverpool, United Kingdom Give A Grad A Go Full time

    The chance to join a multi-award-winning media agency - A competitive starting salary of £26,400 - £30,000 + 10% bonus - Hybrid working policy (currently 2 days a week in Liverpool office) **Company profile - Retail Marketing Agency** In this Client-facing Media Executive job in Liverpool, you will be joining a multi-award-winning media agency that is the...

  • Account Executive

    4 weeks ago


    Liverpool, United Kingdom Orbition Group Full time

    🔹 Customer Account Executive (Enterprise Sales)💻 Remote-first (UK) | 💼 Enterprise clients | 📈 Fast-growth environmentOrbition Group are delighted to be supporting a high-growth, enterprise-focused organisation that’s redefining how global brands use data to transform performance.This company has scaled rapidly and continues to expand across new...

  • Account Executive

    6 days ago


    Liverpool, United Kingdom Butterworth Spengler Insurance Brokers Full time

    Join to apply for the Account Executive role at Butterworth Spengler Insurance Brokers. Group Recruitment Partner - Hiring top talent for one of the UK’s leading Insurance Brokers Butterworth Spengler offers our clients a unique blend of experience, knowledge and expertise to deliver effective insurance solutions with a dynamic and professional approach....

  • E Commerce Executive

    2 weeks ago


    Liverpool, United Kingdom Pertemps Liverpool Full time

    **E-commerce Executive £28,000 to £30,000 basic salary Monday to Friday 8am - 4pm Permanent South Liverpool** We are looking to recruit an E-commerce Executive to join the Sales Department for one of our clients based in South Liverpool. You will be the go-to for all things relating to E-commerce. We are looking for a critical thinker, quick learner and...