Client Portfolio Manager

The experience expected from applicants, as well as additional skills and qualifications needed for this job are listed below.

Role is an accountant/business advisor, we would expect someone fully chartered with the years of practice experience and working to, or up to step up into this type of role

Requirements (ACCA/CIMA is preferred, although could be ACA)

What does the role entail?
- Assisting with the onboarding of new clients to ensure that they have a friendly contact and ...

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