Portfolio manager Work, Jobs in Pontyclun, Rct (with Salaries)

Client Portfolio Manager- Tonypandy
Xeinadin —Tonypandy
- IT
- Leadership
- Communication skills
- Annual leave
- Employee assistance programme
Senior Portfolio Manager
BAE Systems —Glascoed
- £60,000 a year
- Engineering
- Project management
- No degree
14d
Strategic Manager NOR (SWTRA)
Neath Port Talbot County Borough Council —Neath Port Talbot
- From £76,636 a year
- Full-time
- Hybrid work
- Employee assistance programme
- Employee discount
12d
Strategic Accounts Executive
Tes Global —Llantrisant
- £60,000 - £65,000 a year
- Full-time
- Hybrid work
- Sales
- Salesforce
- Travel
Quick apply
Agriculture Director - South Wales, South West England, Oxfordshire & Cambridgeshire
Nationwide Building Society —Cardiff
- £60,000 - £90,000 a year
- Full-time
- Customer service
- Analysis skills
- Project management
Relationship Manager
Hodge Bank —Cardiff
- From £56,925 a year
- Full-time
- Hybrid work
- Financial services
- Negotiation
- Free parking
- Health & wellbeing programme
Quick apply
9d
Marketing Manager
Forum Europe —Cardiff
- From £40,000 a year
- Full-time
- Hybrid work
- English
- Microsoft Office
- Business development
- Work from home
- Bereavement leave
Quick apply
7d
Supplier Manager
Welsh Water —Newport
- £74,700 a year
- Hybrid work
- Continuous improvement
- Contracts
- Negotiation
14d
Service Designer
Scrumconnect Consulting —Bridgend
- £65,000 - £75,000 a year
- Bachelor's degree
- Agile
- AI
General Manager
Marston's Pubs —Caerphilly
- Up to £45,000 a year
- Customer service
- Driving
- Leadership
Quick apply
Programme Manager
General Dynamics Land Systems UK —Pentrebach
- £58,400 - £73,000 a year
- Full-time
- Customer service
- Military
- Project management
14d
Construction Supervisor
Transport for Wales —Pontypridd
- Up to £37,457 a year
- Classroom experience
- Employee discount
11d
Audit Manager
NHS Wales Shared Services Partnership —Cardiff
- £50,129 - £57,365 a year
- Full-time
- English
Strategic Delivery Manager
Scrumconnect Consulting —Bridgend
- £350 - £400 a week
- Azure
- PMP
- Analysis skills
4d
Strategic Lead
Bridgend County Borough Council —Bridgend
- £56,687 - £57,788 a year
- Full-time
- Hybrid work
- Leadership
- Communication skills
Project Manager (Infrastructure)
Amentum —Cardiff
- Full-time
- Hybrid work
- Continuous improvement
- Mentoring
- Employee assistance programme
Project Manager
Office for National Statistics —Newport
- £41,985 a year
- Full-time
- Hybrid work
- Presentation skills
- Agile
6d
General Manager
SA Brains —Llandaff
- Up to £45,000 a year
- Hotel
- University
- School
Quick apply
Senior Project Coordinator
General Dynamics Land Systems UK —Blackwood
- £42,000 - £52,500 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Fleet Business Development Manager
Vertu Motors —Newport
- £40,000 a year
- Full-time
- Sales
- Business development
- Communication skills
Quick apply

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Client Portfolio Manager- Tonypandy

Xeinadin -
Tonypandy

Apply Now

Job details

Permanent

Benefits

Additional leave
Cycle to work scheme
Annual leave
Company pension
Employee assistance programme
Employee discount
Sick pay

Qualifications

ACA
Customer relationship management
IT
Leadership
Communication skills

Full job description

Vacancy Name

Client Portfolio Manager- Tonypandy

Vacancy No

VN2254

Employment Type

Permanent

Duration

N/A

Location City

Tonypandy

Location Country

Company Description

Xeinadin was established in 2019 when a number of leading business advisory and accountancy practices across the UK and Ireland came together to re-imagine the future of accountancy. Our collective mission to provide locally forged, trusted business advice to SMEs through forward-thinking, close-knit relationships remains pivotal to our growth. It's our people who drive our business forward, and we offer them future-focused career opportunities whilst supporting individual specialisms. Our regional offices of over 3000 colleagues operate collaboratively, combining collective expertise to maximise potential.

Description

The role of the Portfolio Manager is to build and manage client relationships, oversee client portfolios, and deliver an outstanding service that enhances the firm’s reputation and client satisfaction. This influential leadership position requires a strategic thinker who can inspire a high-performing team, engage with stakeholders, and drive growth in revenue and profits while aligning with Xeinadin’s vision, mission, and values.

Key Responsibilities

Manage and grow a personal portfolio of client accounts, ensuring exceptional service and the delivery of all actions, deadlines, and client discussions.

Develop and maintain strong, long-lasting relationships with clients, directors, and staff.

Review team files to ensure compliance with legal, ethical, and statutory regulations, identifying and addressing any issues.

Provide industry-leading insights, advice, and solutions to enhance the firm’s reputation and expand the client base.

Drive efficiency and profitability by implementing best practices and leveraging technology.

Contribute to strategic and business planning, focusing on increasing revenue and profits.

Hold responsibility for managing client relationships, ensuring maximum value, quality, and compliance.

Complete a personal portfolio of client work, offering expert insights and advice to clients.

Partner potential – we are looking for someone who has ambitions to become partner and take over a high value portfolio in years to come.

Key Requirements

ACCA/ACA qualified

At least 4-5 years PQE working in a General Practice role in a mid-tier firm.

Demonstrable experience leading client relationships.

Being IT savvy and comfortable upgrading and working with technology.

Additional Requirements

Demonstrated ability to manage and grow client portfolios while delivering exceptional client service.

Commercial acumen with a detailed, analytical, and strategic approach.

Proficient in driving efficiency and profitability through innovative practices and technology.

Strong leadership skills, with the ability to inspire and engage a team.

Exceptional communication skills, both verbal and written, to build lasting relationships.

Ethical, professional, and confident decision-maker.

Highly organised, decisive, and driven to achieve excellence.

Model

Hybrid

Salary

Competitive

Benefits

Company Pension Scheme

25 days of annual leave + bank holidays

Additional annual leave days from certain levels of seniority

Ability to buy up to 5 days of annual leave to reach a maximum of 30 days per annum

Business closure over Christmas*

Life Assurance x4 annual salary

Enhanced family leave policies

Enhanced Company Sick Pay

Employee Assistance Programme – 24/7 support, free and confidential

Corporate Discounts Platform

Flexible Benefits platform with ability to opt-in to various insurances (level of seniority dependent & self-funded at corporate rates) such as:

Critical Illness Cover

Cash plan

Cycle to work

Eye care

Dental

subject to exceptions and business needs

Apply Now

Refine Your Search

portfolio manager jobs in pontyclun, rct

Client Portfolio Manager- Tonypandy

Senior Portfolio Manager

Strategic Manager NOR (SWTRA)

Strategic Accounts Executive

Agriculture Director - South Wales, South West England, Oxfordshire & Cambridgeshire

Relationship Manager

Marketing Manager

Supplier Manager

Service Designer

General Manager

Programme Manager

Construction Supervisor

Audit Manager

Strategic Delivery Manager

Strategic Lead

Project Manager (Infrastructure)

Project Manager

General Manager

Senior Project Coordinator

Fleet Business Development Manager

I want to receive the latest job alerts for portfolio manager in pontyclun, rct

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