Client Portfolio Manager
* Role is an accountant/business advisor, we would expect someone fully chartered with the years of practice experience and working to, or up to step up into this type of role
Requirements
* (ACCA/CIMA is preferred, although could be ACA)
*
What does the role entail?
- Assisting with the onboarding of new clients to ensure that they have a friendly contact and gets them off on the right step to excellent support.
- Building deep, long standing relationships with your clients.
- Working with the wider team to ensure plans are implemented.
- Look for opportunities with clients to improve processes and business opportunities.
- Working alongside the professional support network alongside clients to help the client achieve their rounded business and future goals, supporting your clients as a business partner. This may include fellow professionals such as financial advisors, mortgage brokers, business coaches e...