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For Companies At a Glance
- Tasks: Manage client portfolios and deliver top-tier financial services.
- Company: Join a well-established firm known for client satisfaction and professional growth.
- Benefits: Enjoy flexible working arrangements and competitive holiday leave.
- Why this job: Be part of a supportive environment that values your expertise and leadership.
- Qualifications: Degree in Accounting or Finance; ACA, ACCA, or CIMA preferred.
- Other info: Great opportunity for ambitious professionals to advance their careers.
The predicted salary is between 40500 - 49500 £ per year.
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 degree in Accounting, Finance, or a related field.
- Professional qualifications such as ACA, ACCA or CIMA.
- A solid background in professional services.
- Excellent financial and accounting skills.
- Strong leadership and interpersonal skills.
- A proactive and client-focused approach to service delivery.
Job Offer
- An estimated salary range of £40,500 to £49,500.
- Flexible working arrangements, including homeworking options.
- Opportunity to work in a professional, supportive environment in Swindon.
- A chance to contribute to a reputable company in the professional services industry.
- Competitive holiday leave.
This is a fantastic opportunity for an ambitious Senior Client Portfolio Manager to further their career in a respected firm. If you’re ready to take the next step in your career, we encourage you to apply.
Client Portfolio Manager employer: Michael Page
Contact Detail:
Michael Page Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Portfolio Manager
✨Tip Number 1
Network with professionals in the financial and accounting sectors. Attend industry events or join relevant online forums to connect with potential colleagues or clients who can provide insights into the company culture and expectations.
✨Tip Number 2
Research the latest trends in financial regulations and best practices. Being well-informed will not only help you in interviews but also demonstrate your commitment to staying updated in the professional services industry.
✨Tip Number 3
Prepare to discuss specific examples of how you've successfully managed client portfolios in the past. Highlight your ability to build relationships and provide tailored advice, as these are key aspects of the role.
✨Tip Number 4
Showcase your leadership skills by discussing any experience you have in mentoring or leading teams. This will be crucial, as the role involves guiding junior staff members and contributing to strategic planning.
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 professional services, particularly in financial and accounting roles. Emphasise any relevant qualifications like ACA, ACCA, or CIMA, and showcase your leadership skills.
Craft a Compelling Cover Letter: Write a cover letter that specifically addresses the responsibilities mentioned in the job description. Discuss your experience in managing client portfolios and how you have successfully developed client relationships in the past.
Showcase Your Expertise: In your application, provide examples of how you've provided expert advice on tax, audit, and financial planning. Highlight any instances where you've identified opportunities to expand a client base.
Demonstrate Leadership Skills: Mention any experience you have in mentoring junior staff or leading teams. This will show that you possess the strong leadership qualities the company is looking for.
How to prepare for a job interview at Michael Page
✨Showcase Your Expertise
Make sure to highlight your qualifications, especially your degree in Accounting, Finance, or related fields, as well as any professional certifications like ACA, ACCA, or CIMA. Be prepared to discuss how your background aligns with the specific needs of the firm.
✨Demonstrate Client Relationship Skills
Since the role involves developing and maintaining strong relationships with clients, come prepared with examples of how you've successfully managed client portfolios in the past. Discuss your approach to client satisfaction and how you handle challenging situations.
✨Stay Updated on Financial Regulations
Research current financial regulations and best practices in the professional services industry. Being knowledgeable about these topics will show your commitment to providing top-tier service and your proactive approach to staying informed.
✨Prepare for Leadership Questions
As a Senior Client Portfolio Manager, you'll be expected to lead and mentor junior staff. Think of examples where you've demonstrated leadership and how you've contributed to the professional growth of others. This will illustrate your capability to foster a supportive work environment.
