Client Portfolio Manager jobs in England

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US TAX - PRIVATE CLIENT (ASSISTANT MANAGER)

Manage an US client portfolios, overseeing tax compliance and relationship management. Execute tax strategies for clients with US and UK interests. Oversee and handle US tax returns for accuracy and compliance. Provide proactive t...

CompanyBrewer Morris
AddressLondon, Greater London
CategoryBanking
SalaryGBP45000 - GBP70000 per annum
Job typePermanent
Date Posted 3 weeks ago See detail

US Tax - Private Client (Assistant Manager)

Brewer Morris

London, Greater London

GBP45000 - GBP70000 per annum

Manage an US client portfolios, overseeing tax compliance and relationship management. Execute tax strategies for clients with US and UK interests. Oversee and handle US tax returns for accuracy and compliance. Provide proactive t...

Client Relationship Manager

Kp National

Shropshire, England

£28,000 - £30,000 per annum

Manage all national clients across the UK, ensuring exceptional service delivery and satisfaction. Proactively seek opportunities to win new business from national clients and expand the client portfolio. Cultivate and maintain st...

Client Development Manager

Ralph Recruitment

Lancashire, England

Salary negotiable

Computer literacy skills (Microsoft Outlook, Excel & Word). Polite & appropriate telephone manner. Ability to communicate with internal and external organisations. Proven sales experience with B2B opportunities. Passion for workpl...

Associate Client Services Manager

Omnicom Health Group

Bollington, Cheshire

Drive the project and financial management of multiple projects or programs of work, driving them from brief to completion on time, to budget and aligned with overall account priorities. Demonstrate sound financial acumen and know...

Manager - Private Client Tax Compliance

Pro-Tax

London, Greater London

Excellent Benefits

With a focus on Private Client services, this role involves managing Tax Compliance processes and providing strategic advice to clients.About the Role:Responsibilities: The Private Client Tax Compliance Manager oversees the prepar...

Client Account Manager

Howett Thorpe

Surrey, England

£40,000 - £55,000 per annum

Engaging with clients to understand their needs and identify new opportunities. Acting as the primary day-to-day contact for a portfolio of clients. Analysing key performance indicators and providing informed reporting on risks, o...

Client Relationship Manager

Windsor Waste Management Ltd

Brentwood, Essex

35000.00 - 45000.00 GBP Annual

Contribute to and implement the company's annual sales and marketing plan. Using a targeted list of customers, lapsed customers and new prospects make direct calls to generate new business or increase spend from our existing custo...

Group Client Manager - Logistics

Indigo Search Ltd

Golborne, Greater Manchester

£38000 - £45000 per annum + Bonus (up to 10%) + Benefits

Reporting into the Head of Function, the Group Client Manager will be responsible for a Customer Services team (headcount of up to 7 people). Liaising with key clients of this logistics business. Utilisation of KPI's & Processes i...

Client Manager/High-Growth firm No2

Olivia Ruella Limited

Kent, England

£50,000 - £70,000 per annum

Review of year-end statutory accounts. Review of management accounts, production, and reporting packs. Corporate and personal tax compliance. R&D work. EIS share schemes. Formal qualification - ACA preferred. Background in practic...

Trainee Portfolio Manager

Lgt Gruppe Holding Ag

London, England

Prepare presentations and Investment Proposals tailored to individual client requirements; Prepare narrative and detailed Investment Policy Statements, that ensure a shared understanding between clients and ourselves of the strate...

Property Insurance Portfolio Manager

Aspire Jobs

Ringwood, Hampshire

To realise individual sales targets through the achievement of new business and renewal figures, self-monitoring individual sales activity to ensure all avenues are maximised. To track and monitor progress of activity monitoring c...

Senior Portfolio Manager

Arm

London, England

Experience:* Proven experience of working with multiple project managers through delivery lifecycle (e.g. shaping, delivery, implementation and stage gates)* Strong experience of working in an equivalent complex environment with m...

Product Portfolio Manager

De La Rue

Hampshire, England

Competitive salary

Ensure portfolio alignment to strategic goals. Provide clear logic and rationale to support recommendations and highlight options available to the business, with risks, costs and consequences of selecting those projects. Accountab...

Portfolio Manager US/UK

Efinancialcareers

South East

Competitive salary

Constructing portfolios for US/UK clients, with various currency/tax constrains, allocating assets across equities, fixed income and alternative investments in a tax efficient manner to achieve long-term growth while managing risk...

ESG Aware Fund of Alternative Funds Portfolio Manager

Efinancialcareers

South East

Competitive salary

Develop and execute comprehensive alternative Fund of funds investment strategies across various alternative asset classes including private equity, venture capital and private debt funds. With time the Director Portfolio Manager...

Client Management Specialist

Efinancialcareers

South East

Competitive salary

Ensure alignment between CCIB business and Client Management with regular engagement regarding business priorities, issues, and address any gaps. Provide quality support and advice to Relationship Managers (RMs) within all lendin...

Lettings Portfolio Manager

Attic Recruitment Limited

London, England

£25.00 - £27.00 per hour

Within this role you will be responsible for a portfolio of 100 properties managing all aspects of the marketing & letting process, negotiating tenancy renewals, and handling all tenants queries. Not only are we looking for someo...

Senior Portfolio Manager - London

Pmr

South East

£61,000 per annum

Day to day operational delivery including leasing of large BtR portfolio. Operational reporting and Business Plans. Operational expenditure efficiencies / improvements. Responsible for the delivery of portfolio wide work streams /...

Senior Portfolio Manager

Amr - Specialist Property Recruiters

Avon, England

£25,000 - £35,000 per annum, negotiable, OTE

Letting your portfolio. Moving Tenants in and out. Checking rents. Property inspections. Organisation of maintenance, safety testing and the compliance of the portfolio. Renewing Tenancies. Relationship building with Landlords and...

Senior Portfolio Management Analyst

High Finance Limited T/A Hfg

South East

£80,000 - £100,000 per annum

Provide support for the implementation of active Portfolio Management across various markets. Working within the Portfolio Development and Support team which reports into Underwriting. Make recommendations and assist with Underwri...

Portfolio Management AVP - Project Finance

Efinancialcareers

South East

Competitive salary

Manage a diverse portfolio of projects, ensuring optimal performance and mitigating risks. Conduct thorough credit analyses, assessing financial statements, market trends, and project viability. Collaborate with internal teams to...

Multinational Client Manager

Efinancialcareers

Essex, England

Competitive salary

Develop a wareness of Multinational's global business plan (and where necessary, other QBE divisions Contribution to m ultinational business plan results as required. ). Co-ordinate and support all aspects of account servicing fro...

Multinational Client Manager

Qbe Management Services Limited

Essex, England

Develop awareness of Multinationals global business plan (and where necessary, other QBE divisions Contribution to multinational business plan results as required.). Co-ordinate and support all aspects of account servicing from...

Senior Portfolio Manager

Arm

London, England

Competitive

Work with the project/ delivery manager, practise leads and teams broader technology and business stakeholders. Reviewing summary of project/portfolio release plans agree actions relating to service design and transitionAssist in...

ESG Aware Fund of Alternative Funds Portfolio Manager

Page Executive

London, England

Competitive

Develop and execute comprehensive alternative Fund of funds investment strategies across various alternative asset classes including private equity, venture capital and private debt funds. With time the Director Portfolio Manager...

Tax Vacancy and Accountant/Client Manager

Blusource Recruitment

Milton Keynes, Buckinghamshire

£32,000 - £48,000 Per Annum

If they find the right person, there will be an opportunity to carve a key position in the firm, with progression and development on offer. The role may include the following:Preparation and completion of company accountsPossible...

Client Manager

Platinum Recruitment

Manchester, Greater Manchester

£30000 - £35000

Client Manager (Practice) Manchester 30,000 35,000 plus 17% bonus If you are an experienced Accountant that is looking to remain in a firm of accountant but improve your work life balance and career prospects then Platinum is...

Client Manager

Harvey John

Horsham, West Sussex

£45,000 - £55,000 per year

We are recruiting for a Client Manager to join a growing and successful chartered accountancy firm in Horsham, West Sussex. Are you an ACA/ACCA qualified accountant , have experience within a general practice role and now you're l...

Client Manager - Rural - Corporate & Commercial

Howden Insurance Brokers Ltd

Bedford, Greater Manchester

Competitive

Assist in achieving client retention targets by providing an excellent level of service. Liaise effectively with the Account Executive to ensure an appropriate strategy for renewal, attend client meetings as necessary and action m...

Senior Client Manager - Corporate & Commercial

Howden Insurance Brokers Ltd

Bedford, Greater Manchester

Competitive

Assist in achieving client retention targets by providing an excellent level of service. Liaise effectively with the Account Executive to ensure an appropriate strategy for renewal, attend client meetings as necessary and action m...