Client Portfolio Manager

Client Portfolio Manager
£40+ DOE

Are you passionate about helping clients succeed in their businesses and personal lives? Do you have a strong understanding of financial information and a desire to support clients in their profession? We have an exciting opportunity for a Client Portfolio Manager based in Calne, who will work closely with clients to provide exceptional service.

At the company, they value building long-standing relationships with their clients and are looking for a Client Portfolio Manager who shares this philosophy.

As a Client Portfolio Manager, your main responsibilities will include:

- Answering client questions and providing them with the necessary support to achieve their business and personal goals.
- Onboarding of new clients and ensuring a smooth transition into our services.
- Building long-standing relationships with clients and providing them with regular reviews of their financial information to ensure their ongoing success.
- Collaborating with clients to gain a deeper understanding of their needs and offering tailored solutions to meet those needs.
- Keeping up to date with industry trends and regulations to ensure the highest quality of service to our clients.

The ideal candidate for this role will have a passion for business and a desire to support clients in their profession. They will have excellent communication skills and the ability to build strong relationships with clients. This role requires a strong understanding of financial information and the ability to analyse and review clients' financials to provide them with insightful recommendations.

We would imagine our new team member would be fully chartered (CIMA, ACCA or ACA) or qualified by experience with a track record in a practice environment

We are looking for someone with a proactive mindset, who is constantly seeking opportunities to improve services and anticipate the needs of the clients. The ideal candidate will also have a strong sense of ownership and the ability to handle multiple tasks effectively.

This is a fantastic opportunity for someone who wants to be a part of a dynamic and growing company. The client offers competitive salaries and benefits, as well as opportunities for professional growth and development. As a Client Portfolio Manager, you will have the chance to work closely with a diverse group of clients and collaborate to provide them with top-notch service.

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Acorn by Synergie acts as an employment agency for permanent recruitment.