The Portfolio Executive is responsible for providing client support across all aspects of the client relationship, delivering excellent customer service and dealing with a wide range of queries.
My client is an award winning alternative finance lender who are now looking for a Portfolio Executive to join their growing team in Birmingham City Centre.
Portfolio Executives will be client focused, supporting, and assisting a range of UK based SME businesses, typically asset secured, with short to medium term facilities ranging from £50k to £5m.
This role is a senior role to support the existing large corporate direct portfolio, alongside supporting the business development process to win new clients.
It is to assist all classes of business in the day to day running of clients.
Identify and engage with potential new large corporates in the UK and Europe (potentially worldwide) to develop strong relationships.
The Portfolio Executive is responsible for providing client support across all aspects of the client relationship, delivering excellent customer service and dealing with a wide range of queries.
My client is an award winning alternative finance lender who are now looking for a Portfolio Executive to join their growing team in Manchester City Centre.
Portfolio Executives will be client focused, supporting, and assisting a range of UK based SME businesses, typically asset secured, with short to medium term facilities ranging from £50k to £5m.
As a Private Client Executive, you'll play a pivotal role in trust administration, accounting, and extensive tax related work, including returns and compliance.
The Client
Our client is a well-established legal firm, committed to providing exceptional legal services to their clients.
It is the Portfolio Executives responsibility to provide client support across all aspects of the client relationship, delivering excellent customer service, responding to, and dealing with a wide range of queries.
The role of the Portfolio Executive is client focused, supporting, and assisting a range of UK based SME businesses, typically asset secured with short to medium term facilities ranging from £50K to £5m.
The Role Responsibilities / Accountabilities
Supporting Relationship Managers client portfolio in all aspects of the client journey and experience.