Job Opportunity: Client Portfolio Manager
This is an exciting opportunity to join a growing team and develop innovative ways of working. Along with a competitive salary, you will receive a performance-driven bonus, a comprehensive flexible benefits package, and access to training and career development opportunities within a dynamic and rapidly expanding group of companies.
Role Responsibilities:
1. Manage a diverse portfolio of complex clients efficiently and profitably.
2. Deliver first-class service to clients, advisors, and Directors.
3. Identify and pursue new business opportunities through existing client and advisor relationships.
4. Manage affairs for some of the company's more complex clients independently, adhering to appointment terms and group procedures.
Candidate Requirements:
* Strong technical knowledge and understanding of regulatory requirements.
* Excellent organisational and interpersonal skills.
* High motivation, initiative, and results-oriented mindset.
Application Process:
To apply, please send your CV to carla.whitham@ap-personnel.com or call 01481 743078.
Eligibility: Applications are only accepted from candidates residing in Guernsey with a valid Guernsey Resident Working Permit.
Note: AP Group acts as an introductory service for this vacancy. By submitting your CV, you consent to its retention for employment consideration. All personal data will be handled in accordance with Data Protection Laws. For more information, visit our privacy policy.
#J-18808-Ljbffr