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Portfolio Manager
- To be advised
- Permanent, Full Time
- Closing in 47 days
- Search and Select Recruitment Agency
Our client seeks a Portfolio Manager to join their team. Key Responsibilities: Assisting senior management in overseeing the administration of the client services team to ensure clients receive a high level of service. Liaising directly and building relationships with clients and intermediaries. Maintaining a varied portfolio of trust and company clients. Overseeing various company and trust administration tasks. Acting as the key contact for the team and clients. Facilitating staff development and training. Coordinating the overall workflow and schedule for the team. Supervising and supporting administration staff as required. Managing client relationships by taking direct responsibility for a complex portfolio of trusts, companies, and other wealth structures, ensuring excellent service levels to maintain long-term relationships. This includes reviewing WIP, ensuring prompt collection of fees, and exploring other revenue opportunities. Developing and implementing client strategies by working closely with clients to align with their goals and objectives. Serving as the primary point of contact for clients, intermediaries; and collaborating with other teams within the business to meet client and business goals. Ensuring compliance with local regulatory requirements, supporting a positive relationship with the local regulator through strong governance, and staying up-to-date with industry legislation and proposed changes. Driving appropriate behaviours and acting to meet agreed business targets. Collaborating with and providing technical assistance to the team, offering guidance and support to team members as needed Key Skills and Experience: 5 GCSEs or equivalent at grade C or above. Hold or be studying towards a relevant professional qualification. Once qualified you will be expected to maintain the relevant continued professional development (CPD) hours in line with your relevant qualification and/or the business's set requirements. Extensive TCSP administration experience in managing a client portfolio. Microsoft Office. CCH, Viewpoint and Laserfiche would be an advantage. Accountability. Continuous Improvement. Collaborative Engagement. Transparent Communication. Adaptability. Leadership
If you have the required skills please apply online at searchandselect.com quoting reference number: 15466
