Client Portfolio Manager, Permanent Job, Isle of Man

Job Purpose:
A Client Portfolio Manager is required for a Global Fiduciary and Corporate Services Provider, to lead and manage a team, reporting to the Client Services Manager.

Key Responsibilities:
Administration of a selective portfolio of complex client companies and trusts
Act as primary point of contact for clients and develop and manage new and ongoing business opportunities and relationships
Attend client meetings and ensure accurate records are kept
First line management of a team from a quality control and technical accuracy perspective, as well as identifying training, development & coaching needs for team
Manage and balance workload, whilst promoting a culture of high quality client care
Responsible for monitoring billing and time charges, managing debtors and keeping to budget

Skills & Experience:
Able to attain key staff status with the Financial Services Authority
Excellent communication and staff management skills
Experience of planning and scheduling workloads and acting as liaison with Business Development and Compliance Departments
Confident in conducting team member annual performance reviews

Hours & Benefits:
Full time hours, competitive salary & comprehensive benefits package

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