Client Portfolio Manager jobs in South East

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TAX MANAGER / CLIENT MANAGER

Have you... worked with varying aspects of Tax? Are you... ACA / CTA qualified or have a qualification similar? Can you... deliver a high standard of service to your clients whilst maintaining absolute confidentiality?...

CompanyRecruitment Solutions
AddressKent, England
CategoryBanking
Salary£50,000 - £60,000 per annum, inc benefits, OTE
Job typePermanent, full-time
Date Posted a month ago See detail

Tax Manager / Client Manager

Recruitment Solutions

Kent, England

£50,000 - £60,000 per annum, inc benefits, OTE

Have you... worked with varying aspects of Tax? Are you... ACA / CTA qualified or have a qualification similar? Can you... deliver a high standard of service to your clients whilst maintaining absolute confidentiality?...

Private Client Tax Manager

Austin Rose

South East

£60,000 - £75,000 per annum

Build relationships with clients. Successful delivery of technically demanding consulting projects. Development of junior team members. Business development in order to win new business. Be CTA/ATT or TEP qualified. Have over 5 ye...

Client Relationship & Growth Manager - We Ripped Up The Law Firm

Recruitmentrevolution.com

Hampshire, England

Competitive

Your persuasive communication and sales prowess will be instrumental in achieving an impressive 80% conversion rate.Client Retention Champion: Building trust and exceeding client expectations is paramount. Provide regular training...

Assistant VP Portfolio Risk Manager Finance

Pontoon

South East

Salary negotiable

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...

Performance & Analytics, Client Service Manager, Senior Associate

Efinancialcareers

South East

Competitive salary

From core custody, accounting, fund administration and shareholder recordkeeping, to complete operations solutions and servicing for alternative assets like OTC derivatives, private equity and real estate, SSGS' tools help our cli...

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

Carrington Recruitment Solutions Ltd

South East

£95,000 - £115,000 per annum, negotiable

Senior Digital Project Manager, Portfolio, Programme, AI, Technical Background, Remote Senior Digital Project Manager required to work for a Professional Services business based in Central London. You will also be influencing key...

Client Relationship Manager

Savills

South East

Salary negotiable

Managing a number of key client accounts and leading client planning as well as executing the client engagement activities. Coach and support client teams in best practice client planning as outlined in the Savills approach to key...

Client & Market Development Senior Manager - Private Equity

Totum

South East

Salary negotiable

Support and execute the PE strategy, aligning it with the firm's overall strategy. Collaborate closely with PE partners, the Chief Client Officer, relevant partners, associates, and CMD/BCM professionals to implement PE action pla...

Client Services Manager - Global Saas Platform - Fully Remote

Efinancialcareers

South East

Competitive salary

Reporting to the Client Services Director, this is an exciting new global position that would suit a confident, client-focused team-player prolific in managing complex data processes. Being responsible for process compliance from...

Client Account Manager

Howett Thorpe

Guildford, Surrey

£40,000 - £55,000/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...

Qualified Client Accounts Manager

Accountability Recruitment

Hampshire, England

£45,000 - £50,000 per annum

Overseeing client bookkeeping. Accounts preparation for a variety of sole traders, partnerships and limited companies. Corporation tax returns and all associated advising / duties. Overseeing work of junior members of staff. Liais...

Investment Manager, Portfolio Management, Direct Lending Team, London UK

Efinancialcareers

South East

Competitive salary

Financial modelling (building LBO models from scratch). Thorough analysis of portfolio companies. Presentations both to internal stakeholders and external. Strong communication skills to work with management teams within portfolio...

Portfolio Account Manager 13 Month FTC

Efinancialcareers

South East

Competitive salary

Manage customer inquiries, payment performance and disputes. Oversee growth opportunities and recommend improvements for customer satisfaction. Resolve complex customer inquiries, billing errors, payment performance and disputes....

Senior Client Services Manager

Efinancialcareers

South East

Competitive salary

Accountable for providing a quality service or product to customers and stakeholders, using skills/experience built through significant practical experience or training. For team leaders, accountable for ensuring the team the role...

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...

Senior Project Manager - Operational Portfolio

Robert Walters

South East

Salary negotiable

Immediate 6 month contract with extensions beyond. Hybrid working - 2 days in central London office a week. New, key leadership role directly supporting the firm's European expansion strategy. Set up projects and epics and ensure...

Client Support Manager

Capio Recruitment Financial Planning

Somerset, England

Experience working within a similar management role for a Wealth Management company. Ability to analyse data and implement action plans. Excellent leadership skills to be able to line manage a team. Forward thinking individual who...

Client Service Manager

Recruit Uk

Somerset, England

£42,000 - £55,000 per annum

Competitive salary of 42,000 - 50,000. Discretionary bonus. Hybrid working. 25 days annual leave +/- 5 days. 4x DIS. Private medical insurance. 5% pension contribution. Personal development progression opportunities. Additional...

Title - Property Accounts Manager - Client Side Location - London £60k - £70k

Osborn Executive Recruitment

South East

£60,000 - £70,000 per annum

Responsible for the management of the property accountants; to ensure accurate records are maintained and tasks complete within time frames set. Make improvements to processes which lead to efficiencies, reduce the risk of errors...

Senior Manager - Leading Private Client Tax Practice

Pro-Tax Recruitment

South East

They advise an impressive UK and international HNW client list of serial entrepreneurs, wealthy families, business owners and trusts. The team is growing, and they are keen to appoint a CTA qualified personal tax Senior Manager to...

Property Management Surveyor London City Office, Portfolios Team

Savills

South East

Salary negotiable

Key Responsibilities Manage the transition of new client/properties over to Savills Property Management and the setting up of new instructions and portfolios Play a key role in developing talent within the team and pushing ini...

Private Wealth Management Operations, Client Onboarding KYC Vice President- London

Efinancialcareers

South East

Competitive salary

Develop relationships with PWM business teams, PWM Compliance, PWM Legal, and other Operations groups to ensure that PWM Operations is providing the highest quality introductory experience throughout the on boarding process. Devel...

Client and Markets Strategy Manager

Four Squared Recruitment Ltd

Oxfordshire, England

Competitive

Collaborate with senior stakeholders to drive local business development activities in alignment with company-wide strategy. Continuously assess the company s brand, market reputation, expanding reach and relevant target audience,...

Client Services Manager - wealth management - 2 days office / 3 days home

Reed Insurance

Somerset, England

£42,000 - £55,000 per annum, inc benefits

Purpose of the role To lead teams within the business in a way that supports delivery of service excellence and operational efficiency. Coach individuals to achieve high performance; support with Training and Personal Development...

Client Delivery Manager

City & Guilds

Oxfordshire, England

£38,000/annum great benefits

The Oxford Group is a leading global provider of leadership, management development and executive coaching solutions to large international organisations. We are very interested in speaking to the candidates who are in similar rol...

Wealth Management-London-Analyst-Client Onboarding & Configuration

Efinancialcareers

South East

Competitive salary

Develop relationships with PWM business teams, PWM Compliance, PWM Legal, and other Operations groups to ensure that PWM Operations is providing the highest quality introductory experience throughout the on boarding process. Ensur...

Portfolio Investment Manager PBSA

Deverellsmith

South East

£80,000 - £90,000 per annum

Assist in formulating the investment strategic for the company including reviewing research and undertaking market analysis. Undertake portfolio reviews to ensure assets, cities and Universities align to required KPIs and they wil...

Senior Client Service Solutions Manager

Efinancialcareers

South East

Competitive salary

Regularly reviewing the service provided to Client Teams and understanding of challenges faced, sharing output with GCSO management team. Leading the design for any changes to the operating model. Reviewing and monitoring of the n...

Client Delivery Manager

City & Guilds

Seaford, East Sussex

£35,000

We are delighted to be recruiting for a Client Delivery Manager to join The Oxford Group.We are looking for a great communicator and a confident individual who is looking for a career in Project Management and would love to join o...

PORTFOLIO ASSET MANAGER (TELECOM) - PERMANENT - THEALE - HYBRID

Project People

Theale, Somerset

Negotiable

To negotiate and promote the agreement of terms for ongoing acquisition and renewal of sites within these portfolios and provide support on all other property and commercial issues arising acting as the point of escalation. To ide...