Client Portfolio Manager - Advisory Lead to Director Path in Exeter

Client Portfolio Manager - Advisory Lead to Director Path in Exeter

Exeter Full-Time 42000 - 55000 £ / year (est.) No working from home possible
Michael Page

At a Glance

  • Tasks: Manage client relationships and oversee a diverse portfolio of OMBs and SMEs.
  • Company: Michael Page, a leading recruitment agency with a focus on professional growth.
  • Benefits: Attractive salary, competitive benefits, and clear progression to Director or Partner level.
  • Other info: Exciting career development opportunities in a supportive environment.
  • Why this job: Join a dynamic team and make a real impact in tax and advisory services.
  • Qualifications: Experience in client management and strong leadership skills.

The predicted salary is between 42000 - 55000 £ per year.

Michael Page in Exeter is seeking a Client Portfolio Manager to manage relationships and oversee a portfolio of clients across OMBs and SMEs. The role involves delivering tax and advisory services while managing a team and supporting Partners. This position offers a clear path for professional progression to Director or Partner level.

Attractive salary range of £42,000–£55,000 based on experience, alongside competitive benefits, is available for the right candidate.

Client Portfolio Manager - Advisory Lead to Director Path in Exeter employer: Michael Page

Michael Page in Exeter is an exceptional employer, offering a dynamic work culture that fosters professional growth and development. With a clear progression path to Director or Partner level, employees benefit from competitive salaries and a comprehensive benefits package, all while working in a supportive environment that values teamwork and client relationships.

Michael Page

Contact Details:

Michael Page Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Client Portfolio Manager - Advisory Lead to Director Path in Exeter

Tip Number 1

Network like a pro! Reach out to your connections in the industry and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.

Tip Number 2

Prepare for interviews by researching the company and its culture. Tailor your answers to show how your experience aligns with their needs, especially in managing client relationships and delivering advisory services.

Tip Number 3

Practice makes perfect! Conduct mock interviews with friends or mentors to boost your confidence. Focus on articulating your experience in managing teams and supporting partners effectively.

Tip Number 4

Don't forget to apply through our website! We make it easy for you to find roles that match your skills and aspirations. Plus, it shows you're serious about joining our team!

We think you need these skills to ace Client Portfolio Manager - Advisory Lead to Director Path in Exeter

Client Relationship Management
Tax Advisory Services
Team Management
Professional Progression
Communication Skills
Portfolio Management
Advisory Services

Some tips for your application 🫡

Tailor Your CV:Make sure your CV reflects the skills and experiences that are relevant to the Client Portfolio Manager role. Highlight your experience with OMBs and SMEs, as well as any tax and advisory services you've delivered.

Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role and how you can contribute to our team. Don’t forget to mention your aspirations for progression to Director or Partner level.

Showcase Your Team Management Skills:Since this role involves managing a team, be sure to include examples of your leadership experience. We want to see how you've successfully supported others and driven results in previous positions.

Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity!

How to prepare for a job interview at Michael Page

Know Your Clients

Before the interview, research the types of clients the company works with, especially OMBs and SMEs. Understanding their needs and challenges will help you demonstrate how you can effectively manage relationships and deliver tailored tax and advisory services.

Showcase Your Leadership Skills

As a Client Portfolio Manager, you'll be managing a team. Be prepared to discuss your leadership style and provide examples of how you've successfully led teams in the past. Highlight any experiences where you've supported partners or contributed to team success.

Prepare for Technical Questions

Expect questions related to tax and advisory services. Brush up on relevant regulations and best practices. Being able to confidently discuss these topics will show that you're not only knowledgeable but also ready to hit the ground running.

Discuss Your Career Aspirations

Since this role offers a clear path to Director or Partner level, be ready to talk about your career goals. Share how this position aligns with your aspirations and what steps you plan to take to achieve them. This shows your commitment to growth within the company.