Portfolio Transaction Manager, Agency and Trustee Services
Portfolio Transaction Manager, Agency and Trustee Services

Portfolio Transaction Manager, Agency and Trustee Services

Full-Time 36000 - 60000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Manage client portfolios and ensure top-notch service delivery.
  • Company: Kroll, a leader in agency and trustee services.
  • Benefits: Attractive salary, flexible working hours, and career advancement opportunities.
  • Why this job: Join a dynamic team and make a difference in client success.
  • Qualifications: Strong organisational skills and experience in client management.
  • Other info: Fast-paced environment with opportunities for professional growth.

The predicted salary is between 36000 - 60000 £ per year.

Client Services Portfolio Manager Kroll Agency

Portfolio Transaction Manager, Agency and Trustee Services employer: Kroll

At Kroll, we pride ourselves on being an exceptional employer, offering a dynamic work culture that fosters collaboration and innovation. As a Portfolio Transaction Manager in our Agency and Trustee Services team, you will benefit from comprehensive professional development opportunities, competitive compensation, and a supportive environment that values your contributions. Located in a vibrant city, our office provides a stimulating atmosphere where you can thrive both personally and professionally.
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Contact Detail:

Kroll Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Portfolio Transaction Manager, Agency and Trustee Services

✨Tip Number 1

Network like a pro! Reach out to folks in the industry, especially those who work in client services or portfolio management. A friendly chat can open doors and give you insights that job descriptions just can't.

✨Tip Number 2

Prepare for interviews by researching Kroll Agency and their approach to client services. Knowing their values and recent projects will help you stand out and show that you're genuinely interested in the role.

✨Tip Number 3

Practice your pitch! Be ready to explain how your skills align with the Portfolio Transaction Manager role. Highlight your experience in managing client portfolios and how you can add value to their team.

✨Tip Number 4

Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.

We think you need these skills to ace Portfolio Transaction Manager, Agency and Trustee Services

Client Relationship Management
Portfolio Management
Transaction Processing
Agency Services Knowledge
Trustee Services Knowledge
Analytical Skills
Communication Skills
Problem-Solving Skills
Attention to Detail
Project Management
Financial Analysis
Regulatory Compliance
Team Collaboration
Adaptability

Some tips for your application 🫡

Tailor Your CV: Make sure your CV is tailored to the Portfolio Transaction Manager role. Highlight relevant experience in client services and portfolio management, and don’t forget to showcase any specific skills that align with what we’re looking for.

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re passionate about the role and how your background makes you a perfect fit. Keep it engaging and personal – we want to get to know you!

Showcase Your Achievements: When detailing your experience, focus on your achievements rather than just responsibilities. Use numbers and examples to illustrate how you’ve made an impact in previous roles, especially in client services or portfolio management.

Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!

How to prepare for a job interview at Kroll

✨Know Your Portfolio Inside Out

Before the interview, make sure you thoroughly understand your own portfolio and how it relates to the role of a Portfolio Transaction Manager. Be ready to discuss specific transactions you've managed and how they align with Kroll Agency's services.

✨Research Kroll Agency's Recent Projects

Take some time to look into Kroll Agency's recent projects and initiatives. This will not only show your interest in the company but also help you tailor your answers to demonstrate how your experience can add value to their current and future projects.

✨Prepare for Scenario-Based Questions

Expect scenario-based questions that assess your problem-solving skills and decision-making process. Think of examples from your past experiences where you successfully navigated challenges in portfolio management and be ready to share those stories.

✨Showcase Your Client Relationship Skills

As a Portfolio Transaction Manager, client relationships are key. Prepare to discuss how you've built and maintained strong relationships with clients in the past, and be ready to explain your approach to ensuring client satisfaction and trust.

Portfolio Transaction Manager, Agency and Trustee Services
Kroll

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