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- Tasks: Manage client portfolios, provide expert advice, and mentor junior team members.
- Company: Join a leading accounting firm known for career growth and community impact.
- Benefits: Enjoy flexible working, competitive salary, wellness benefits, and generous holidays.
- Why this job: Make a real impact while developing your skills in a supportive environment.
- Qualifications: Strong accounting knowledge, excellent communication, and leadership experience required.
- Other info: We value diversity and encourage all backgrounds to apply.
The predicted salary is between 36000 - 60000 £ per year.
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Are you a seasoned accounting professional ready to take your career to the next level? My client is a leading accounting and business advisory firm and are seeking a dynamic Client Portfolio Manager to join the growing team in the Chippenham office.
This company is a respected Southwest accounting firm, for career growth, a supportive work environment, and the chance to make a real impact on clients.
Responsibilities:
As a Client Portfolio Manager, you will have responsibility for: –
- Manage a diverse portfolio of clients, providing expert accounting and tax advice.
- Build and maintain strong client relationships, serving as their trusted advisor.
- Lead and mentor junior team members, fostering their professional growth.
- Contribute to business development initiatives, expanding the client base.
- Act as a primary point of contact, ensuring seamless service delivery.
Requirements:
As a Client Portfolio Manager, the key requirements are: –
- Strong knowledge of complex accounting and tax issues.
- Excellent client relationship management and communication skills.
- Leadership and mentoring experience.
- A client-centric, adaptable, and solution-focused approach.
Benefits:
As a Client Portfolio Manager the benefits are: –
- Competitive salary and benefits package.
- Flexible working arrangements, including homeworking.
- Comprehensive health and wellness benefits.
- Generous holiday allowance and support policies.
- Opportunities for professional growth and development.
- A company that values its community and its environmental impact.
If you\’re a driven accounting professional looking for a rewarding career with a reputable firm, apply now!
Rutherford Briant is passionate about equity, diversity, and inclusion. We seek individuals from the widest talent pool and encourage underrepresented talent to apply to vacancies with us. We are committed to recruitment processes that are fair for all, regardless of background and personal characteristics.
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Client Portfolio Manager employer: Rutherford Briant Recruitment
Contact Detail:
Rutherford Briant Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Portfolio Manager
✨Tip Number 1
Network with professionals in the accounting field, especially those who work at or have connections to the firm you're applying to. Attend industry events or join relevant online forums to make valuable contacts that could help you get noticed.
✨Tip Number 2
Research the company thoroughly and understand their values, culture, and recent developments. This knowledge will allow you to tailor your conversations during interviews and demonstrate your genuine interest in becoming part of their team.
✨Tip Number 3
Prepare specific examples from your past experience that showcase your client relationship management skills and leadership abilities. Be ready to discuss how you've successfully managed client portfolios and mentored junior staff in previous roles.
✨Tip Number 4
Stay updated on current trends and changes in accounting and tax regulations. Being knowledgeable about the latest developments will not only boost your confidence but also position you as a credible candidate who can provide valuable insights to clients.
We think you need these skills to ace Client Portfolio Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in accounting and client relationship management. Use specific examples that demonstrate your expertise in complex accounting and tax issues, as well as your leadership skills.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role of Client Portfolio Manager. Mention how your background aligns with the company's values and how you can contribute to their business development initiatives.
Highlight Relevant Experience: In your application, emphasise any previous roles where you managed client portfolios or mentored junior team members. This will show your capability to lead and foster professional growth within the team.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the accounting profession.
How to prepare for a job interview at Rutherford Briant Recruitment
✨Showcase Your Expertise
As a Client Portfolio Manager, you'll need to demonstrate your strong knowledge of complex accounting and tax issues. Be prepared to discuss specific examples from your past experience where you've successfully navigated these challenges.
✨Build Rapport with Interviewers
Since client relationship management is key in this role, focus on building rapport with your interviewers. Use active listening skills and engage in meaningful conversation to show that you can connect with clients effectively.
✨Highlight Leadership Experience
Discuss your leadership and mentoring experience during the interview. Share examples of how you've guided junior team members and contributed to their professional growth, as this will be crucial for the role.
✨Demonstrate a Client-Centric Approach
Emphasise your client-centric mindset by sharing instances where you've gone above and beyond to meet client needs. This will illustrate your adaptability and solution-focused approach, which are essential for success in this position.
