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

Client Portfolio Manager- Tonypandy
Xeinadin —Tonypandy
- IT
- Leadership
- Communication skills
- Annual leave
- Employee assistance programme
5d
Group Manager
Bridgend County Borough Council —Bridgend
- £73,836 - £78,077 a year
- Full-time
- Hybrid work
- Contracts
4d
Head of operations
Sense —Tongwynlais
- £67,958 a year
- Full-time
- Remote
- Communication skills
4d
Agile Delivery Manager
Tes Global —Llantrisant
- £85,000 - £95,000 a year
- Full-time
- DevOps
- Analysis skills
- Continuous improvement
- Annual leave
- Employee assistance programme
Quick apply
General Manager
Marston's Pubs —Caerphilly
- Up to £45,000 a year
- Customer service
- Driving
- Leadership
Quick apply
Account Manager
The Royal Mint —Llantrisant
- £35,000 - £37,000 a year
- Full-time
- Hybrid work
- Sales
- Organisational skills
- Free parking
- Annual leave
Portfolio Manager
M Group —Caldicot
- Project management
- Contracts
- Construction
- Annual leave
- Employee assistance programme
13d
Senior Project Coordinator
General Dynamics Land Systems UK —Blackwood
- £42,000 - £52,500 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Head of Portfolio Management Office
Welsh Water —Cardiff
- Up to £95,000 a year
- Analysis skills
- Project management
- No degree
- Annual leave
- Employee assistance programme
3d
Learning & Development Business Partner
General Dynamics Land Systems UK —Pentrebach
- £44,000 - £55,000 a year
- Full-time
Corporate Project Manager
Rhondda Cynon Taf —Rhondda Cynon Taff
- £46,142 a year
- Full-time
- Hybrid work
- Microsoft Office
- Project management
- SharePoint
- Annual leave
- Flexible schedule
Manager
Bridgend County Borough Council —Bridgend
- £37,741 - £39,511 a year
- Full-time
- Childcare
- Travel
- Leadership
11d
Commercial Manager
M Group —Monmouthshire
- Management
- Driving
- Travel
- Annual leave
- Employee assistance programme
Partnership Information Manager
Cardiff and Vale University Health Board —Cardiff
- £50,129 - £57,365 a year
- Full-time
11d
Lead Operations Manager
BBC —Cardiff
- £65,400 - £87,133 a year
- Full-time
- Analysis skills
- Leadership
11d
Audit Manager
NHS Wales Shared Services Partnership —Cardiff
- £50,129 - £57,365 a year
- Full-time
- English
9d
Strategic Procurement Manager
General Dynamics Land Systems UK —Pentrebach
- £55,000 - £65,000 a year
- Full-time
- Engineering
- Analysis skills
- Contracts
Event Client Success Manager
CXO Institute —Newport
- £26,000 - £30,000 a year
- Full-time
- Hybrid work
- Bachelor's degree
- Organisational skills
- In-person
- Work from home
- Employee discount
Quick apply
12d
Property Acquisions Executive
M&P PROPERTY MANAGEMENT (NEWPORT) LTD —Blackwood
- £27,000 - £69,000 a year
- Full-time
- Sales
- Administrative experience
- Organisational skills
Quick apply
11d
Student Engagement Officer
Learna Ltd —Cardiff
- From £27,000 a year
- Full-time
- Hybrid work
- Customer service
- Administrative experience
- Organisational skills
- Free parking
- Employee assistance programme
Quick apply
11d

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

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Client Portfolio Manager- Tonypandy

Xeinadin -
Tonypandy

Apply Now

Job details

Permanent
5 days ago

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 treforest, rct

Client Portfolio Manager- Tonypandy

Group Manager

Head of operations

Agile Delivery Manager

General Manager

Account Manager

Portfolio Manager

Senior Project Coordinator

Head of Portfolio Management Office

Learning & Development Business Partner

Corporate Project Manager

Manager

Commercial Manager

Partnership Information Manager

Lead Operations Manager

Audit Manager

Strategic Procurement Manager

Event Client Success Manager

Property Acquisions Executive

Student Engagement Officer

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

Related Searches

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected