Posted by Simply Commerce Recruitment Ltd • £60K/yr to £75K/yr
My client, a well renowned digital agency are looking for a Client Portfolio Manager to join their team on a permanent basis.
As Client Portfolio Manager you will be responsible for building strong client relationships ensuring customer satisfaction through successful delivery.
They work with some of the worlds most innovative brands on end to end customer experiences.
Posted by Burton Bolton & Rose Recruitment Services Limited • £70K/yr
General
A Portfolio Manager is required to manage a portfolio of commercial clients and complete all of their accounting requirements, this is an excellent opportunity for an experienced person.
Some of your duties will include
Managing a portfolio of clients and dealing with their accounting requirements.
Working on behalf of sole traders, partnerships and Limited Companies.
A leading UK Private Client Investment Management Company who have won numerous industry awards for excellence are looking to recruit a highly competent individual.
Working in their growing Investment Portfolio Support function you will be joining a highly professional team who pride themselves creating a positive working environment that is enjoyable and very personable.
Posted by Burton Bolton & Rose Recruitment Services Limited • £65K/yr
General
This progressive and expanding local firm of Accountants require a keen and enthusiastic Portfolio Manager to join their highly professional team and manage a diverse portfolio of client accounts.
Some of your duties will include
Managing a diverse portfolio of clients and providing all-round accountancy support and services.
Dealing with sole traders, Partnerships and Limited Companies and building successful relationships.
Posted by IDEX Consulting Ltd • £80K/yr to £90K/yr
The Senior Wealth Manager is responsible for understanding and reviewing clients' financial objectives, attitude to risk, existing personal circumstances and then proposing a suitable strategy.
Understanding and reviewing clients' financial needs, attitude to risk, personal circumstances and current investments to propose suitable solutions and strategies to help meet their objectives
You will be capable of building relationships with both new and existing private clients.