Portfolio Manager

• Assisting senior management in overseeing the administration of the client services team to ensure clients receive a high level of service
• Liaising directly and building relationships with clients and intermediaries
• Maintaining a varied portfolio of trust and company clients
• Overseeing various company and trust administration tasks
• Acting as the key contact for the team and clients
• Facilitating staff development and training
• Coordinating the overall workflow and schedule for the team
• Supervising and supporting administration staff as required
• Managing client relationships by taking direct responsibility for a complex portfolio of trusts, companies, and other wealth structures, ensuring excellent service levels to maintain long-term relationships. This includes reviewing WIP, ensuring prompt collection of fees, and exploring other revenue opportunities
• Developing and implementing client strategies by working closely with clients to align with their goals and objectives
• Serving as the primary point of contact for clients, intermediaries; and collaborating with other teams within the business to meet client and business goals
• Ensuring compliance with local regulatory requirements, supporting a positive relationship with the local regulator through strong governance, and staying up-to-date with industry legislation and proposed changes
• Driving appropriate behaviours and acting to meet agreed business targets
• Collaborating with and providing technical assistance to the team, offering guidance and support to team members as needed

• 5 GCSEs or equivalent at grade C or above
• Hold or be studying towards a relevant professional qualification. Once qualified you will be expected to maintain the relevant continued professional development (CPD) hours in line with your relevant qualification and/or the business's set requirements
• Extensive TCSP administration experience in managing a client portfolio
• Microsoft Office
• CCH, Viewpoint and Laserfiche would be an advantage
• Accountability
• Continuous Improvement
• Collaborative Engagement
• Transparent Communication
• Adaptability
• Leadership

Your specialist: Anne Murray

Quote job ref: 15466

Hi, I'm your specialist Anne and I can't wait to hear from you about this job. You can simply submit your CV or call me on 678144 with any questions.

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