Permanent Client Portfolio Manager jobs

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CLIENT MANAGER

Be the point of contact to our clients over email, on the phone and in person. Establish and maintain effective working relationships with colleagues/clients. Delegate workload to the appropriate team member. Undertake some bookin...

CompanyBennett & Game Recruitment
AddressCheshire, England
CategoryBanking
Salary£32,000 - £40,000 per annum
Job typePermanent, full-time
Date Posted 2 weeks ago See detail

Client Manager

Bennett & Game Recruitment

Cheshire, England

£32,000 - £40,000 per annum

Be the point of contact to our clients over email, on the phone and in person. Establish and maintain effective working relationships with colleagues/clients. Delegate workload to the appropriate team member. Undertake some bookin...

EMEA Head of Financing Solutions Client Management, Vice President

Efinancialcareers

South East

Competitive salary

Execute on the Relation Management strategy for EMEA, including making strategic changes. Contributes to financial budgets and drives execution against clearly defined revenue, expense and NIBT metrics and milestones;. Manage an e...

Client Manager

Public Practice Recruitment Ltd

Herefordshire, England

Variety? Flexibility? Progression? Manage your own client portfolio, monitoring all commercial aspects of portfolio management. Oversee junior team members, including workflow management, reviewing work, and identifying training o...

Global Client Manager

Robertson Sumner Ltd

Germany

Developing Account Growth and Retention: Expand and maintain our existing customer base. Forecasting and Pipeline Management: Accurately predict and manage sales pipelines. Creating Long-Term Relationships: Foster strong relations...

Portfolio Manager

Stott And May

Coventry, West Midlands

50000-60000

Develop and sustain excellent customer relationships. Assess clients' energy hedging needs and recommend optimal strategies. Apply market expertise to make well-informed decisions for client portfolios. Continuously monitor client...

Senior Client Risk and Fraud Risk Manager

Ateca

Switzerland

£60,000 - £120,000/annum

We're seeking a Senior Client Risk and FraudRisk Manager for a major financial institution in Switzerland.Key Responsibilities: Fraud Risk Management:Design and establish effective scenarios and patterns for detecting and monit...

Investment Management - Client Relationship Management Governance Support - Associate/Senior Associate

Efinancialcareers

South East

Competitive salary

MSIM offers its clients the personalized attention and service of a boutique, the intelligence and creativity of some of the brightest professionals in the industry and the global resources of Morgan Stanley. Our skilled and creat...

Client Transition Manager

Efinancialcareers

South East

Competitive salary

Project management/co-ordination. Management of internal & external stakeholders. Understanding of the advice framework & ongoing service delivery. Data analysis & report writing. Client relationship management. Change management....

Insurance Client Engagement Manager

Seymour John

Gloucestershire, England

Competitive salary

Organise and run Client Engagement meetings in alignment with our governance structure. Contribute to the build of a substantive pipeline of new business, across a range of ser-vices and clients. Work collaboratively with internal...

Client Service Executive (Investment Management)

Recruit Uk

Lanarkshire

£30,000 - £35,000 per annum

Ensuring a high quality and continuity of the client experience. Assisting Investment Managers with administrative tasks related to Investment Management (new business/annual reviews/maintaining records). Communicating with invest...

Client Services Manager

Reed Talent Solutions

Lancashire, England

£45,495 - £49,590 per annum, inc benefits

An exciting opportunity has arisen within the Corporate Property team, which is at the heart of delivering the Strategic Asset Management Plan (SAMP). The team plays a pivotal role in managing approximately 1,700 assets across the...

Private Client Tax Manager

Ips Group

Derbyshire, England

£50,000 - £60,000 per annum

Managing a portfolio of personal tax clients, including individuals, partnerships, and trusts. Preparing and reviewing personal tax returns, including self-assessment tax returns, partnership tax returns, and trust tax returns. Pr...

Client Account Manager

Cavendish Maine Recruitment

Suffolk, England

To deliver high quality and efficient service to clients. Working closely with Account Executives to provide a comprehensive insurance service to mainly existing and some potential new customers. Customers will range in size and s...

Client Relationship Manager

Bright Selection

Cambridgeshire, England

£48,000 per annum

Lead generation and pipeline management. Relationship management with key contacts. Identifying new sales and marketing opportunities. Co-ordination of all sales events and exhibitions. Managing the customers experience from enqui...

Case Management - Transaction Coordination Group TCG, Know Your Client KYC

Deutsche Bank

South East

Competitive salary

Hybrid Working - we understand that employee expectations and preferences are changing. We have implemented a Hybrid Working Model that enables eligible employees to work remotely for a part of their working time and reach a worki...

Client Development Manager

Candidate Source - Team

West Yorkshire, England

£45,000 - £60,000 per annum

Expanding the customer base, identifying sales opportunities, and optimising marketing strategies. Working closely with new and existing customers, building lasting relationships & actively managing their projects through to compl...

Portfolio/Sales Manager

Rayment Recruitment

Essex, England

£25,000 - £35,000 per annum

Portfolio/Sales Manager - Billericay - 25,000 - 35,000 plus commission of 3k - 4k per month A fantastic opportunity has arisen for highly motivated individuals with a proven sales track record, to join a dynamic sales force in...

Client Development Manager / Key Account Manager

Rise Technical Recruitment Limited

Avon, England

£42,000 - £52,000 per annum

Client Development Manager / Key Account Manager 42,000 - 52,000 + 5%-10% Profit Commission (OTE 80,000) + Technical Training + Career Progression + 37.5 hours per weekOffice based, Commutable from Bristol, Avonmouth, Henleaze,...

Private Client Tax Senior Manager

Evelyn Partners

London, Greater London

£NEG

Deliver high-quality service to clients. Manage a diverse client portfolio, including sole traders, partners, high-net-worth individuals, non-UK domiciliaries, non-UK residents, partnerships, and trusts. Complete administration of...

Client Accounts Manager

Fletcher George

Coulsdon, Greater London

£35,000 - £45,000/annum

Liaising directly with clients and the management team to ensure a high quality service.. Proving general accounting and tax advice to clients. Involved in all aspects of Bookkeeping, including VAT Returns.. Preparation of month...

Accountant (Client Relationship Manager)

Blueberry Resourcing

Bartley Green, West Midlands

£40,000 - £45,000/annum

You will oversee, develop and mentor the team as needed.This will free up your time to conduct thorough client reviews meeting them virtually or in person. Allowing you to get to know the existing and new client base in detail, an...

Service Portfolio Manager

Hmrc

Tyne and Wear, England

£10,000/month + up to 27% Pension

Facilitate prioritisation and demand forecast for assigned Service Portfolio segments with business areas, e.g., through quarterly business planning cycles.. Ensure 'Ideas' (new initiatives) are categorised and triaged accordingl...

Client Relationship Manager (Accountancy)

Blueberry Resourcing

Warley, Essex

£40,000 - £45,000/annum

You will oversee, develop and mentor the team as needed.This will free up your time to conduct thorough client reviews meeting them virtually or in person. Allowing you to get to know the existing and new client base in detail, an...

Tax Technical Private Client Senior Manager

Brewer Morris

London, Greater London

GBP70000 - GBP85000 per annum

The ideal candidate will have comprehensive knowledge of personal taxation and commercial awareness, along with a solid understanding of corporation tax and experience handling UK and Overseas trust issues. The role involves manag...

Private Client Tax Manager / Senior Manager

Pro-Tax

Cheshire, England

GBP50000 - GBP70000 per annum + + benefits

Succession and exit planning strategies. IHT, Trusts and estate planning. Residence & non-dom work. Capital gains advisory. Complex compliance cases . Strong Private Client advisory background. ATT/ACA/ACCA/CTA qualified. Experien...

Private Client Tax Manager - Tunbridge Wells

Howells Consulting Ltd

Tunbridge Wells (hybrid)

£60,000 - £69,000 DOE

Work includes income and capital taxes planning for wealthy families, shareholder planning, exit strategies for business owners, property-related advice, residence/domicile issues, PE work and IHT succession planning.The team is b...

Private Client Tax Manager - Tunbridge Wells

Howells Consulting Ltd

Kent, England

£60,000 - £69,000 + Bens DOE

Work includes income and capital taxes planning for wealthy families, shareholder planning, exit strategies for business owners, property-related advice, residence/domicile issues, PE work and IHT succession planning.The team is b...

Senior Manager, Client Solutions

Mufg Pension & Market Services

London, England

Youll be joining a network of experienced, innovative and dedicated individuals across multiple teams and countries. Everything from: Employee Assistance Programme; Discounts on retail and socialising; Travel and technology; cycl...

Insurance Client Engagement Manager

Seymour John Ltd

Cheltenham, Gloucestershire

Competitive

Organise and run Client Engagement meetings in alignment with our governance structure. Contribute to the build of a substantive pipeline of new business, across a range of services and clients. Work collaboratively with internal...

Client Accounting Manager

John D Wood

South East

Salary negotiable

Responsible for the day to day running of the Client Accounting team including the management of staff and processes. Establish and maintain an effective internal control environment. Ensure the team provide the required level of...