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Form of work
SalaryPortfolio Manager
A great opportunity to join a progressive and modern Accountancy practice office based in beautiful Chard, full time, permanent role offering a competitive salary up to £55,00 with excellent benefits.
Are you an experienced Portfolio Manager with 5 or more years’ experience, Qualified ACCA or ACA is preferred but if not qualified must have proven practice experience?
As thePortfolio Manageryou will be responsible for managing a portfolio of client accounts in the accounting, banking, and finance sectors along with following:
- Develop and maintain strong relationships with clients, understanding their financial goals and providing tailored advice and solutions.
- Monitor and assess the performance of investments within the portfolio, making adjustments as necessary to optimise returns.
- Conduct regular portfolio reviews and provide comprehensive reports to clients, highlighting performance, risks, and recommended strategies.
- Stay updated with relevant industry regulations, compliance requirements, and best practises to ensure adherence and mitigate risks.
- Collaborate with internal teams, such as research analysts and financial advisors, to gather insights and develop investment strategies.
- Participate in client meetings, presentations, and conferences to showcase portfolio performance and attract potential investors.
- Analyse market trends, economic indicators, and investment opportunities to make informed decisions regarding portfolio composition.
Are you a passionatePortfolio Managerwith the skills required below?
- Thorough understanding of accounting principles, investment strategies, and risk management.
- Strong decision-making and problem-solving abilities.
- Ability to interpret complex financial data and present it in a clear and concise manner.
- Excellent negotiation and persuasion skills.
- Attention to detail and accuracy in managing financial transactions and records.
Are you the next Portfolio Manager to join a well-established Company who value their people and Clients? If you are positive that this role is the next step on your career path, then apply via this job board or contact Kirsty at Elite Recruitment Solutions Exeter part of the Wise Employment Group.
