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Permanent

Portfolio Manager

Swindon
money-bag 10000-500000 Annual
3080056110
Posted 1 week ago

This is an exceptional opportunity for a Senior Client Portfolio Manager to provide bespoke, top-tier financial and accounting services to a diverse range of clientele. This role, based in Swindon, demands a candidate with a strong background in professional services and a keen eye for detail. Client Details Our client is a well-established firm in the professional services industry, recognised for its expertise and dedication to client satisfaction. As a medium-sized organisation, they offer an environment that nurtures professional growth whilst maintaining a strong focus on delivering exceptional service to their clients. Description Oversee the management of client portfolios ensuring all financial and accountancy services are delivered to a high standard.Develop and maintain strong relationships with clientele.Provide expert advice to clients on matters related to tax, audit, and financial planning.Proactively identify opportunities to expand the client base.Collaborate with other departments to ensure seamless service delivery.Maintain up-to-date knowledge of financial regulations and best practices in the professional services industry.Lead and mentor junior staff members to foster professional growth within the company.Participate in strategic planning and decision-making at senior level. Profile A successful Senior Client Portfolio Manager should have: A degree in Accounting, Finance, or a related field.Professional qualifications such as ACA, ACCA or CIMA.A solid ..... full job details .....

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