Client Portfolio Manager jobs in London, England

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ACQUISITION/INTEGRATION SUPPORT -PRIVATE CLIENT WEALTH MANAGEMENT-

This position is perfect for individuals eager to start their careers in the Wealth Management sector while developing operational and administrative skills, particularly in Excel. While experience in Wealth Management or financia...

CompanyFinancial Divisions
AddressLondon, England
CategoryBanking
Salary30000.00 - 35000.00 GBP Annual
Job typePart Time, Home working available, Hybrid Working, Permanent
Date Posted 2 weeks ago See detail

Acquisition/Integration Support -Private Client Wealth Management-

Financial Divisions

London, England

30000.00 - 35000.00 GBP Annual

This position is perfect for individuals eager to start their careers in the Wealth Management sector while developing operational and administrative skills, particularly in Excel. While experience in Wealth Management or financia...

Client Success Manager

Stott And May

London, England

40000-50000

Client Relationship ManagementServe as the primary point of contact for assigned clients.Develop and maintain strong, long-lasting client relationships.Conduct regular meetings with clients to understand their needs, goals, and ch...

Client Experience Manager - German speaker

Notified

London, England

Building and maintaining strong, long-term relationship with clients/users through regular proactive outreach. Advocating for client interests within the organization, ensuring their needs are considered. Monitoring client health,...

Client Account Manager

Dramatic Resources Ltd

London, England

£34,000

To manage, and act as the main point of contact for, specific Client Accounts and programmes looking after client events from end-to-end (liaising with client contacts, scheduling in-person and online training events, briefing t...

Senior Account Manager – client site + office based

Harrison Scott Europe Ltd

London, England

...

Senior Manager - Private Client Tax

Howells Consulting Ltd

London, England

To £95,000 + Bens

If you enjoy both client-facing relationship management and tax technical guru duties, this role could be for you!A new opportunity has arisen to join one of Londons respected mid-sized accountancy firms. It is a high profile r...

US Tax Manager - Private Client

Brewer Morris

London, England

GBP55000 - GBP75000 per annum

Manage US client portfolios, overseeing tax compliance and relationship management. Develop and execute tax strategies for clients with US and UK interests. Review US tax returns for accuracy and compliance. Provide proactive tax...

US Tax - Private Client (Assistant Manager)

Brewer Morris

London, England

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...

US/UK Private Client Tax Manager

Pro-Tax

London, England

GBP65000 - GBP78000 per annum + bonus & flexible working

*Build and maintain strong relationships with clients, providing proactive tax advice and addressing their needs in a timely and professional manner. *Work collaboratively with the wider tax team.Skills & expertise: *US Enrolled A...

Senior Digital Project Manager, Portfolio, Programme, AI, Remote

Carrington Recruitment Solutions

London, England

£80,000 - £100,000/annum Bonus + Pension + 30 Days Holiday

Role is the face of Global IT in the Project Global experience is not required but you must have an appreciation of a Global role versus Regional. Acts as a key integral part of a wider Project team you must have a proven Busi...

Client Manager

Bennett And Game Recruitment Ltd

London, England

£40,000 - £70,000/annum

AAT qualified, part ACCA qualified, ACCA qualified. Previous accountancy practice experience and training is essential. UK citizen. Commutable distance. Confident, experienced, intelligent, organised, and communication skills are...

Client Manager - Private Wealth Services

Gurler Mae Recruitment

London, England

£50,000 - £70,000/annum

Client Manager - Private Wealth ServicesLocation: LondonType: Full Time - Office BaseSalary: Up to 70KClient Profile: Gurler Mae is proud to announce, that we are searching for aClient ManagerPrivate Wealth Services on behalf o...

Cloud Client Manager/ Senior Bookkeeper

The Graduate Project

London, England

£30,000 - £44,000/annum

Support in overseeing offshore bookkeepers, including updating their task schedules and ensuring adherence to budget constraints. Review and organise VAT returns. Coordinate with personal assistants regarding scheduling year-end a...

Client Management Accountant

Smart10Ltd

Edgware, Greater London

£45,000 - £55,000/annum

Experience in an accountancy practice environment. Excellent communication abilities. Portfolio management expertise. Proactive and self-motivated approach. Fully qualified or Qualified by Experience (QBE). Strong client relations...

Senior Client Manager

Clearwater People Solutions Ltd

London, England

£50,000 - £55,000 per annum

Operational Leadership: Oversee the day-to-day operations, ensuring the team is adequately resourced and focused on key business needs. Client Management: Manage and administer private client accounts within the assigned portfolio...

Portfolio Manager

Attic Recruitment Limited

London, England

£50,000 per annum

This is a great opportunity to work for an established client who has a real love for Chelsea and is committed to investing in the long-term success of the area, preserving its rich heritage and identity. We are looking for someon...

Portfolio Manager / Director

Finance

London, England

Role Title: Portfolio Manager / DirectorDuration: 6 MonthsLocation: London HybridRate: 750 via Umbrella Our client is at the forefront of innovation to address the entire breadth of opportunities in the evolving world of cloud, d...

Digital Portfolio Manager

Department For Transport

London, England

40000.00 GBP Annual

Are you a proactive and motivated individual who enjoys collaborating with a wide range of stakeholders? Do you thrive in a fast-paced and busy work environment? The Digital Portfolio Manager will be responsible for co-ordinating...

Portfolio Manager / Director

Experis - Manpowergroup

London, England

Competitive

Role Title: Portfolio Manager / Director Duration: 6 Months Location: London Hybrid Rate: GBP750 via Umbrella Our client is at the forefront of innovation to address the entire breadth of opportunities in the evolving world of clo...

Software Engineer (Python) - Cap Arb Portfolio Manager Tools

Millennium Management Llc

London, England

Competitive

Design, build and maintain beautiful, robust and high-performance APIs and services. Ensure that our system is extensible, scalable, reliable and meets agreed-upon SLAs for both external users (PMs) and internal users (your teamma...

Sales Client Manager

Brook Street

Stanmore, Greater London

£26,000 to £29,700 per year

Assist in developing the largest dominant market share for on-market and under-offer properties. Exceed all personal and branch activity and income targets. Run the MA generation section of the opportunity report, ensuring timely...

Associate Director, Structured Distribution, Portfolio Management

Lloyds Banking Group

London, Greater London

Competitive

Work with coverage and product teams to identify areas of opportunity and growth and opportunity. Assess options available to overcome blockers for growth e.g. synthetic securitisation, cash securitisation, co-investment, sub-part...

Research Portfolio Manager

The Francis Crick Institute

London, England

45550.00 - 45550.00 GBP Annual

Leading on processes to gather initial project information, to assist with the triage of human studies, identifying key regulatory and governance requirements and ensuring the are allocated to the appropriate teams. Supporting rel...

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...

Client Services Manager

Search

London, England

£50,000/annum 10% Bonus

* To support Account Managers with managing site team, liaising with our various Business Support functions (HR, IT, Health and Safety, Operations and Finance) to ensure team wellbeing, safety and compliance is adhered to at all t...

Private Client Tax Assistant Manager

Pro-Tax

London, Greater London

GBP55000 - GBP65000 per annum + excellent benefits package

Manage the self assessment compliance process for certain strategically important, high value, and/or technically complex clients, with support from colleagues where appropriate.Build up a wide understanding of your clients' tax a...

Private Client Tax Senior Manager

Buckley Consulting

London, England

To £90,000 + Benefits

The Private Client Tax team continues to expand and the firm is keen to ensure that work loads are effectively managed. You will be responsible for a portfolio which will include UHNW and HNW, entrepreneurs, non-UK domiciled and n...

Private Client Tax Manager

Pro-Tax

London, England

GBP67000 - GBP77000 per annum + excellent benefits package

With a CTA qualification in your armoury and using your sensational advisory skills, you will be responsible for providing expert tax advice to high net worth individuals, entrepreneurs, and business owners. Take your career to th...

Hedge Funds/VC Tax Manager - Move from Private Client

Pro-Tax

London, Greater London

GBP60000 - GBP80000 per annum + car allowance

Managing a portfolio of hedge fund and venture capital clients, overseeing their tax compliance requirements. Offering strategic tax advice, including M&A tax planning and structuring. Collaborating with other departments within t...

Assistant VP Portfolio Risk Manager Finance

Accountancy Practice

London, England

Competitive

The role requires good knowledge of Project Finance theory, practice, documentation, Financial Models and execution of any documentation modifications. The role has no direct reports but may be responsible for helping to train and...