Client Portfolio Manager

$63,295 - $82,284 yearly
  • CV Library
  • Taunton
  • Mar 22, 2024
Permanent Experience: Qualified Accountant

Job Description

Senior Client Portfolio Manager or Aspiring Client Portfolio Manager. Are you passionate about building relationships, understanding client needs, and crafting personalised investment strategies? Do you thrive in a dynamic environment and enjoy exceeding expectations? If so, this Client Portfolio Manager role could be your perfect fit! About the Opportunity: We are seeking a driven and resourceful Client Portfolio Manager to join a thriving accountancy practice. In this role, you will be responsible for developing and managing portfolios for a diverse range of clients, tailoring strategies to their unique goals, risk tolerances, and time horizons. You will be the primary point of contact for your clients, building strong relationships and providing ongoing communication and education. Responsibilities: Regularly review and assess portfolio performance, making adjustments as needed. Proactively research and identify new investment opportunities that align with client needs. Providing coaching, direction, support, feedback to more junior members of the team Contribute to the development and implementation of marketing initiatives to attract new clients. Maintain comprehensive client records and ensure compliance with all relevant regulations. Maintaining a productive relationship with all clients in the agreed portfolio, maintaining regular contact, completing all complex accounts work and tax issues, and dealing with any specific queries or problems using available specialist skills and knowledge as required. Qualifications: Minimum of 3-5 years of experience in client portfolio management or a similar role. Strong analytical and problem-solving skills with the ability to interpret complex financial data. Excellent communication and interpersonal skills with the ability to build rapport and trust with clients. Proven ability to prioritise tasks, manage time effectively, and meet deadlines. Be qualified (ACA/ACCA) or qualified by experience. Benefits: Competitive salary and benefits package. Opportunity to work with a dedicated and experienced team. Fast-paced and dynamic work environment with diverse career growth opportunities. To Apply: Please submit your CV for consideration In order to view more information on this job press the APPLY NOW button below and it will take you to the source website

Working Hours

Full Time

Salary by Currency

This role in US Dollars has a minimum of $63,295 to a maximum of $82,284. In British Pounds it has a minimum of £50,000 to a maximum of £65,000. In Australian Dollars it has a minimum of $96,316 to a maximum of $125,212.

GrowCFO's RECOMMENDED COURSES

High Performance Teams

During this course participants will learn the nine components of a high-performance finance team: purpose and vision alignment effective leadership thriving culture defined roles teamwork strong performance flexibility adaptability and continuous learning.

For more information visit: Courses Overview

Personal Effectiveness

Recent studies show that finance team members with high levels of personal effectiveness earn significantly more than their less-effective counterparts and progress far quicker through their careers. This course teaches you to set priorities organize your time and resources and stay focused on achieving your goals to a high standard.

For more information visit: Courses Overview

Operational Driver

Modern-day CFOs are taking on ever-increasing operational responsibilities including Finance HR IT Legal Procurement Payroll and Facilities. This course teaches you how to lead these functions effectively and also proven methodologies to become a strong operational driver throughout the business.

For more information visit: Courses Overview

Governance and Control

The CFO plays a key board member role towards strong governance and holding others accountable for their actions. This course helps you to understand governance risk management compliance closing the books and treasury; and improve your skills for simplifying automating and shortening your financial close process.

For more information visit: Courses Overview

Best Practice Financial Modelling

This course teaches you the fundamentals of good modelling practice including the spreadsheet life cycle the FAST Standard the Calculation Block Flags and Factors how to review models and SMART Guidelines for financial modelling.

For more information visit: Courses Overview

Soft Skills

Research shows that soft skills contribute towards 80% of your career success and this is arguably even more the case for finance leaders. This course teaches you how the best finance leaders communicate effectively with their team build bridges between each department and develop trusted relationships with key stakeholders.

For more information visit: Courses Overview