Permanent Client Portfolio Manager jobs in South East

Now available 123 results are consistent

Sort by:relevance - date

CREDIT PORTFOLIO MANAGER

Spearhead the development of credit policies and protocols, consistently revising and refining them as needed. Generate comprehensive Credit Portfolio reports for dissemination to Head Office, Local Regulators, Senior Management,...

CompanyEfinancialcareers
AddressSouth East
CategoryBanking
SalaryCompetitive salary
Job typePermanent, full-time
Date Posted 2 months ago See detail

Credit Portfolio Manager

Efinancialcareers

South East

Competitive salary

Spearhead the development of credit policies and protocols, consistently revising and refining them as needed. Generate comprehensive Credit Portfolio reports for dissemination to Head Office, Local Regulators, Senior Management,...

Client Manager - UK Construction

Aon

South East

Competitive salary

Client relationship management (direct clients and/or network). Client and/or network meetings. Providing benchmarking and placement advice to clients. Provide technical wording advice to clients and/or network. Collation of proje...

European ABS Analyst, Portfolio Management

Efinancialcareers

South East

Competitive salary

Underwriting and credit analysis ABS, including lender and servicer due diligence. Cashflow modelling of ABS transactions. Project management of underwriting new investments. Take part in investment committee meetings and weekly v...

Portfolio Manager & Credit Analyst - Project Finance

Efinancialcareers

South East

Competitive salary

Support senior staff in managing a portfolio of accounts, undertaking credit analysis, and maintaining credit surveillance. Prepare credit applications and manage data input for various systems, providing guidance to junior staff...

Senior Credit Portfolio Manager

Efinancialcareers

South East

Competitive salary

Take the leading role in formulating credit policy and procedures. Assist the Head/Deputy Heaf of CRD on the Credit Portfolio management. Ensure timely delivery and accuracy of internal and external reports. Effectively monitoring...

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...

Client Accounts and Tax Manager

Candid Recruit

West Sussex, England

£37,777 - £49,777/annum Pension

Annual Salary 37,777 - 49,777 dependent on qualifications and/or practical experience. Personal as well as technical development activities. 28 days holiday (including Bank Holidays) each year. A Workplace Pension. Free parking....

Private Client Tax Manager

Fletcher George

Leatherhead, Surrey

£60,000 - £75,000/annum

You will enjoy working with autonomy and managing your own portfolio of clients and advise on a range of tax-related issues. You will be part of a growing Tax offering and enjoy winning new clients and onboarding them to ensure a...

Qualified Client Accounts Manager

Accountability Recruitment

New Milton, Hampshire

£45,000 - £50,000/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...

Digital Product Manager - Client Onboarding - Associate - London

Efinancialcareers

South East

Competitive salary

Leads & executes against product strategy to buildout our Digital Onboarding client experience strategy. Develop empathy and understanding of current challenges within Corporate Banking specifically related to Account Opening, Pro...

Technical Account Manager - Portfolios

Bloomberg

South East

Competitive salary

Establish and manage relationships with fund houses to work closely with them in disclosing their proprietary portfolio holdings. Acquire, update & maintain high-quality holdings data. Create and lead on seminars around the themes...

Project Manager - Client Side

Hunter Mason Consulting Limited

Surrey, England

£55,000 - £70,000 per annum

Manage and oversee construction projects from inception to completion, ensuring adherence to project timelines, budgets, and quality standards. Coordinate with clients, contractors, and other stakeholders to establish project obje...

Client Account Manager

Efinancialcareers

South East

Competitive salary

Proven track record of hitting sales targets and KPIs. Confident in presenting and have experience in carrying out demos. Understanding of a consultative sales cycle. Proven experience in leading and negotiating sales agreements....

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...

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 & 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 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 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...

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...