Portfolio Executive jobs in North West
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PORTFOLIO EXECUTIVE
Supporting Relationship Managers client portfolio in all aspects of the client journey and experience. Managing client files on the Client Relationship Management (CRM) system. Assisting in the chasing and collation of client docu...
| Company | Aimee Willow Connex |
|---|---|
| Address | Lancashire, England |
| Category | Banking |
| Job type | Permanent, full-time |
| Date Posted | a month ago See detail |
Portfolio Executive
Aimee Willow Connex
Lancashire, England
Supporting Relationship Managers client portfolio in all aspects of the client journey and experience. Managing client files on the Client Relationship Management (CRM) system. Assisting in the chasing and collation of client docu...
a month ago seen See more...
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Portfolio Executive - Property Finance
M2 Professional Recruitment Services Ltd
Lancashire, England
£25,000 - £30,000 per annum
Assist in the management of a portfolio of circa 25 clients, taking responsibility for all aspects of the client relationships. Lending arrangements will typically be property backed. Client maintenance, including preparation of d...
a month ago seen See more...
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