Portfolio Manager

Updated: May 22, 2024 04:25 PM GMT

Elite Recruitment Solutions

Chard

A great opportunity to join a progressive and modern Accountancy practice office based in beautiful Chard, full time, permanent role offering a competitive salary up to £55,00 with excellent benefits.

Are you an experienced Portfolio Manager with 5 or more years’ experience, Qualified ACCA or ACA is preferred but if not qualified must have proven practice experience?

As the Portfolio Manager you will be responsible for managing a portfolio of client accounts in the accounting, banking, and finance sectors along with following:

Develop and maintain strong relationships with clients, understanding their financial goals and providing tailored advice and solutions.

Monitor and assess the performance of investments within the portfolio, making adjustments as necessary to optimise returns.

Conduct regular portfolio reviews and provide comprehensive reports to clients, highlighting performance, risks, and recommended strategies.

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