client portfolio manager

Fusion People Ltd

Lead Portfolio Manager Two roles <ul> <li>1 Bristol Based</li><li>1 Swindon Based </li></ul> Rail Client Contract length - 6-months Rate - £440 / day Umbrella OR £324.17 / day PAYE IR35 Determination - INSIDE A Lead Portfolio Manager is required to join a Rail Client on a 6-month contract in Bristol and Swindon. As a Lead Portfolio Manager, you will be responsible for leading the development and management of the output specification, procurement and assurance reviews for the assigned projects within the Portfolio in a safe and environmentally friendly manner to cost, time and quality in line with Legislation, Company Standards, procedures, corporate governance and the Project Acceleration in a Controlled Environment (PACE) Framework. Responsibilities include managing NEC forms of contracts, integrating works between all parties, filing AMP/H&S documents, with a large element of the role initially involving ensuring requirements comply with H&S requirements and the Safety Management system, and later involving the application of the CSM, interoperability regulations, and product acceptance. Fusion People are committed to promoting equal opportunities to people regardless of age, gender, religion, belief, race, sexuality or disability. We operate as an employment agency and employment business. You'll find a wide selection of vacancies on our website.

Lead Portfolio Manager

Swisslinx Middle East

<div>
 
 On behalf of our client, an International firm specialised in Corporate Services and companies formation, we are seeking a dynamic and experienced Assistant Manager- Client Relationship to join their corporate services team in Dubai.
 
 
 
 
 
 
 Job Description
 
 
 
 
 Maximising Financial Performance
 
 
 <ul>
 <li>
 Ensure that revenue objectives are achieved on a monthly basis as per the defined target set for each client in the portfolio;
 </li>
 <li>
 Ensure that profitability margins are achieved on a monthly basis as per the defined target set for each client in the portfolio;
 </li>
 <li>
 Ensure that cash are collected within the defined deadline and that the process for debt management is strictly followed;
 </li>
 <li>
 Ensure that the margins and ratios set for the portfolio are achieved as per the defined targets;
 </li>
 <li>
 Ensure growth in revenue for the allocated portfolio through upselling and cross selling of additional products and services;
 </li>
 <li>
 Ensure that revenue targets for each client are well defined including the revenue potential from out of scope work.
 </li>
 </ul>
 
 
 Ensuring world class client service delivery
 
 
 <ul>
 <li>
 Work closely with other service lines in the organisation in order to provide a seamless and integrated set of services to the clients in the portfolio;
 </li>
 <li>
 Impart a culture of excellence in terms of client services and ensure that customer satisfaction and experience are maintained at the forefront in the client service delivery model;
 </li>
 <li>
 Take responsibility for situations where team members or management may require assistance in relation to client relationships and attend meetings with clients and other professional advisers wherever required;
 </li>
 <li>
 Ensure that client services are delivered strictly within the set deadlines and as per defined quality standards;
 </li>
 <li>
 Provide prompt and effective solutions on, corporate, alternative investment and / or fiduciary matters whenever requested by clients.
 </li>
 </ul>
 
 
 Enhancing Operational Excellence
 
 
 <ul>
 <li>
 Ensure that all processes are effectively and efficiently followed;
 </li>
 <li>
 Ensure that systems are kept updated at all times;
 </li>
 <li>
 Participate in and contribute to the team meetings and ensure that actions are implemented within the set deadlines;
 </li>
 <li>
 Ensure that time is managed as per their chargeability targets;
 </li>
 <li>
 Ensure that risk management and compliance guidelines are fully adhered to including full adherence to KYC/CDD requirements for client entities; and
 </li>
 <li>
 Ensure that you follow the time management principles set in defined job cards for each client.
 </li>
 </ul>
 
 
 Growing the business
 
 
 <ul>
 <li>
 Ensure that new clients are onboarded seamlessly and ensure a smooth transition from the Onboarding team to the portfolio being managed by you.
 </li>
 <li>
 Pro-actively identify cross-selling and up-selling opportunities and come up with value propositions proposals to the existing client base in the portfolio;
 </li>
 <li>
 Proactively engage with clients to understand their business objectives and expansion strategies with a view to propose new structures and services.
 </li>
 </ul>
 
 
 Client relationship
 
 
 <ul>
 <li>
 Responsible for the complete management and delivery of quality corporate administrative services to an assigned portfolio of local and international companies.
 </li>
 <li>
 Ensure excellence in client service delivery and customer experience;
 </li>
 <li>
 Build strong relationships with clients and ensure client matters are handled promptly;
 </li>
 <li>
 Ensure that client services are delivered within the set deadlines and as per defined quality standards; and engage with the clients on an ongoing basis &bull; Managing client complaints, and providing the solution/escalating.
 </li>
 </ul>
 
 
 Company secretarial services
 
 
 <ul>
 <li>
 Preparation of directors and shareholder&rsquo;s resolution;
 </li>
 <li>
 Preparation and updating of registers and share certificates;
 </li>
 <li>
 Application for license renewal, and filing of annual returns;
 </li>
 <li>
 Submission of annual financial statements;
 </li>
 <li>
 Preparation and circulation of compliance checklist to directors;
 </li>
 <li>
 Organisation of board meetings;
 </li>
 <li>
 Drafting of agenda, and compiling the board pack;
 </li>
 <li>
 Attendance to board meeting as secretary, and providing compliance updates to board as well as taking attendance and recording of the meeting;
 </li>
 <li>
 Drafting of minutes of meetings and action points and circulating to the board of directors;
 </li>
 <li>
 Application for change in shareholding, officers, company name etc. (including resolutions drafting and online application).
 </li>
 </ul>
 
 
 Bank account opening
 
 
 <ul>
 <li>
 Participate in the opening of bank accounts for each company and the execution of related documentation required by the bank.
 </li>
 <li>
 Preparation of bank forms for bank account opening;
 </li>
 <li>
 Liaison with bank for bank account opening;
 </li>
 <li>
 Attendance at meeting with banker and provision of documents and information.
 </li>
 </ul>
 
 
 
 
 
 Qualifications
 
 
 
 
 Skills &amp; Experience
 
 
 
 
 Degree with 4 years of experience in corporate services
 
 
 <ul>
 <li>
 Proficient in the use of the Microsoft Office suite of applications, specifically MS Word. &bull; Excellent written and oral communication skills.
 </li>
 <li>
 Good client relationship, organizational and time management skills.
 </li>
 <li>
 Excellent interpersonal skills.
 </li>
 <li>
 Be fluent in English (spoken and written).
 </li>
 <li>
 Be able to engage with clients and build a trusted relationship with them.
 </li>
 <li>
 Have experience in managing a portfolio of clients including private clients.
 </li>
 <li>
 Have experience into setting up and providing corporate administration companies in all the main free zones in the UAE.
 </li>
 <li>
 Having some experience in acting as Company secretary (would be an advantage but not a requirement for the post.
 </li>
 </ul>
 
 
 Additional Information
 
 
 
 Hybrid working : 2 days at the office and 3 from home
 
 
 
</div>

Assistant Manager- Client Relationship - Corporate Services and Companies Formation

<div><h2 class="jobSectionHeader">Description</h2>
<div>
Responsible for a portfolio of clients and prospects with accountability for retention of clients Will manage and develop client and WTW relationships and grow portfolio within the business unit.

Role
<ul>
<li>Renew strategy meeting s to discuss modelling and analytics results, establish design &amp; goals, and determine marketing strategy</li>
<li>Request for renewal information sent to Client</li>
<li>Renew terms deadline with insurers</li>
<li>Present marketing summary, proposal comparisons, analysis and recommendations to the client</li>
<li>Finalize program and obtain revised quotes from carriers</li>
<li>Provide bind order to WTW</li>
<li>Bind coverage and obtain confirmation from carriers</li>
<li>Provide confirmation of coverage and Binders to the client</li>
<li>Issue proof of insurance (COI and Auto ID Cards)</li>
<li>Deliver Policies to WTW</li>
<li>Review policy for errors and request corrections</li>
</ul></div><h2 class="jobSectionHeader">Qualifications</h2>
<div>
Requirements
<ul>
<li>Preferably educated to degree level or relevant industry experience</li>
<li>Proven track record of delivering high levels of client service</li>
<li>Strong practical knowledge of account development and appropriate tools to achieve this aim</li>
<li>Experienced knowledge of insurance markets in order to deal effectively with client and WTW needs</li>
<li>Knowledge of WTW products and services</li>
<li>Skilled at building effective relationships, at all levels, with clients, prospects, associates, insurers and external specialists</li>
<li>Ability to represent the practice and WTW with integrity and credibility</li>
<li>Strong communication, negotiation and influencing skills</li>
<li>Experience of working with and adhering to processes and systems to support client service delivery</li>
</ul>
The Application Process
<ul>
<li>Stage 1: Online application and recruiter review
</li><li>Stage 2: Live video interviews with hiring managers</li>
<li>Stage 3: Offer and onboarding</li></ul> 


We&rsquo;re committed to equal employment opportunity and provide application, interview and workplace adjustments and accommodations to all applicants. If you foresee any barriers, from the application process through to joining WTW, please email candidate.helpdesk@willistowerswatson.com.</div></div>

Head of Unit - Retail

HCLSoftware

<div>
 
 HCLSoftware is seeking a high-performing
 
 Client Director
 
 to lead strategic software sales within the
 
 BFSI sector
 
 , focused specifically on
 
 Private Sector Banks
 
 . This individual contributor role, based in
 
 Mumbai
 
 , is responsible for managing key banking relationships, growing existing accounts, and winning new logos by leveraging HCLSoftware&rsquo;s extensive product portfolio.
 
 
 The role requires deep industry knowledge, a consultative sales approach, and the ability to engage confidently with
 
 CXO-level stakeholders
 
 across private banking institutions. You&rsquo;ll work in close alignment with internal teams across Customer Success, Solutioning, and Product to deliver tailored solutions that solve business challenges and drive digital transformation for clients.
 
 
 
 Key Responsibilities:
 
 
 <ul>
 <li>
 Own the full sales cycle for assigned
 
 Private Sector Bank
 
 accounts &mdash; from pipeline creation to closure.
 </li>
 <li>
 Build and grow trusted relationships with
 
 CXOs
 
 , digital transformation leaders, and key IT decision-makers.
 </li>
 <li>
 Drive revenue across HCLSoftware&rsquo;s portfolio, including
 
 Business and Industry Applications, Intelligent Operations, Total Experience, Data &amp; Analytics, and Cybersecurity
 
 .
 </li>
 <li>
 Identify and develop opportunities for upsell, cross-sell, and new business development.
 </li>
 <li>
 Coordinate with internal technical and customer success teams to ensure seamless execution and ongoing value delivery.
 </li>
 <li>
 Maintain accurate forecasts, account plans, and reporting in line with business objectives.
 </li>
 </ul>
 
 
 
 
 
 Mandatory Requirements:
 
 
 <ul>
 <li>
 
 15+ years of overall IT sales experience
 
 , with a minimum of
 
 5+ years in enterprise software (COTS/solutions) sales
 
 .
 </li>
 <li>
 Demonstrated success managing and expanding relationships within
 
 Private Sector Banks
 
 .
 </li>
 <li>
 Strong connections and influence within
 
 CXO circles
 
 across leading private banking institutions.
 </li>
 <li>
 Prior experience with
 
 large software OEMs
 
 is highly preferred.
 </li>
 <li>
 Based in
 
 Mumbai
 
 , with flexibility to travel across the region as needed.
 </li>
 <li>
 Proven track record in closing large, complex software deals and driving digital initiatives within BFSI clients.
 </li>
 <li>
 Strong communication, negotiation, and stakeholder engagement skills.
 </li>
 <li>
 Bachelor&rsquo;s degree required; MBA or relevant post-graduate qualification is a plus.
 </li>
 </ul>
 
 
 
 
 
 Preferred Qualities:
 
 
 <ul>
 <li>
 Strategic thinker with an entrepreneurial, results-driven mindset.
 </li>
 <li>
 Ability to articulate business value across a diverse portfolio of software solutions.
 </li>
 <li>
 Self-motivated, highly accountable, and comfortable navigating matrixed environments.
 </li>
 <li>
 Strong team collaboration skills with a customer-first attitude.
 </li>
 <li>
 Experience in managing multiple stakeholders and aligning internal teams to client objectives.
 </li>
 </ul>
 
 
</div>

Client Director- BFSI

Fossphorus Software House

About Us:Accounting Bookkeepers is a trusted global provider of professional bookkeeping, accounting, tax compliance, and business process outsourcing services. Led by experienced ex-Big 4 professionals, we combine technical expertise with advanced technology to provide accurate, efficient, and strategic financial solutions. From bookkeeping and payroll to CFO advisory and compliance, our mission is to simplify complex financial processes so our clients can focus on growth. Our clients value us for our reliability, seamless onboarding, system migration support, and ability to provide cost-efficient back-office solutions.Role Summary:We are seeking an accomplished Senior Manager with at least 08 years of experience in the accounting, finance, consulting, and advisory industry. The successful candidate will oversee day-to-day operations, manage client portfolios, ensure seamless onboarding, and maintain strong client relationships. This role requires a strategic leader who can manage resources effectively, drive team development, and deliver exceptional service to our clients.Key Responsibilities:-Lead and oversee accounting and finance operations, ensuring compliance with international standards.- Oversee bookkeeping, Payroll, accounting, and tax projects across multiple international clients (simple to complex cases).-Manage client portfolios, build strong client relationships, and ensure delivery of high-quality service.-Oversee onboarding of new clients, ensuring smooth transition and alignment with firm processes.-Allocate resources efficiently across teams and projects to maximize productivity and client satisfaction.-Mentor, coach, and develop team members to build a high-performing and collaborative culture.-Act as the primary point of contact for escalated client issues, ensuring timely resolution.-Develop and implement internal strategies for continuous improvement of processes and service delivery.-Collaborate with leadership on business development, advisory services, and long-term client strategy.-Ensure adherence to deadlines, quality standards, and regulatory requirements.Qualifications:-Bachelors or Masters degree in Accounts or Finance field.-ACCA, CA, CPA, or equivalent professional qualification (mandatory).Experience and Skills:-Minimum 8 years of experience in accounting, finance, consulting, or advisory, plus experience in a managerial role.-Proven track record in managing client portfolios and leading multi-functional teams.-Demonstrated ability to manage operations, allocate resources, and deliver results.-Excellent communication, leadership, and client management skills.-Strong problem-solving and strategic thinking abilities.-Client-focused mindset with a commitment to building long-term relationships.-Strong leadership and team-building capabilities.-Ability to handle multiple priorities in a fast-paced environment.-High level of integrity, professionalism, and attention to detail.-Proficiency in accounting software (QuickBooks, Xero or similar).How to apply: interested candidates can drop their resumes directly at talent@accbkk.com and CC:rjaved@accbkk.com with a subject line &quot;Senior Manager - US&quot;.Job Type: Full-timePay: Rs300,000.00 - Rs500,000.00 per monthWork Location: In person

Senior Manager - US

Oryx

Job Title: International Property Portfolio Manager (US, UK, UAE, &amp; Kuwait) (Bilingual)Job Code: International Property Portfolio Manager (US, UK, UAE, &amp; Kuwait) (Bilingual)Location: KuwaitJob Type: Full-Time, Senior ManagementSummary:The International Property Portfolio Manager is responsible for the strategic oversight and optimization of the company's real estate assets and third-party property management operations across the USA, the UK, the UAE, and Kuwait. The primary goal is to maximize portfolio value, ensure consistent operational efficiency, and guarantee full legal and regulatory compliance in all regions. This role involves monitoring the performance of local property managers, analyzing market trends, and implementing global best practices while respecting local nuances.Key Responsibilities:<ul><li>Performance Monitoring &amp; Oversight: Supervise and coordinate the activities of third-party property management teams in the US, UK, UAE, and Kuwait. Monitor key performance indicators (KPIs) such as occupancy rates, net operating income (NOI), maintenance costs, and tenant satisfaction scores.</li><li>Financial Management &amp; Reporting: Oversee budgeting, financial forecasting, and expense management for all properties within the portfolio. Prepare and present detailed financial reports and strategic recommendations to senior stakeholders and investors.</li><li>Legal &amp; Regulatory Compliance: Ensure all property management activities adhere to the diverse and evolving landlord-tenant laws, health &amp; safety regulations, building codes, and real estate laws in each jurisdiction (e.g., RERA regulations in the UAE, Landlord and Tenant Act in the UK, state-specific laws in the US).</li><li>Strategic Planning &amp; Market Analysis: Conduct market research and analysis to identify investment opportunities, evaluate market values, and develop strategies for property acquisition, disposition, or enhancement to maximize value and returns.</li><li>Lease &amp; Contract Management: Review and ensure the proper execution of all lease agreements and contracts. Negotiate terms and manage relationships with external vendors, contractors, and managing agents across different regions.</li><li>Risk Management: Identify and mitigate potential risks associated with the portfolio, including financial, legal, and operational risks. Implement appropriate insurance strategies and emergency response protocols.</li><li>Process Improvement: Develop and implement standardized internal and external processes to improve the efficiency of managing the portfolio's assets. Ensure the effective use of property management software and technology across all regions.</li></ul>Qualifications &amp; Skills:<ul><li>Education: A Bachelor's degree in Real Estate, Business Administration, Estate Management, or a related field is required. An MBA or a Master's degree in a relevant discipline is preferred.</li><li>Experience: A minimum of 8-10 years of experience in commercial or residential property management, with a minimum of 3-5 years in a senior management or portfolio oversight role with international exposure.</li><li>Global Knowledge: In-depth knowledge of real estate market dynamics and legal frameworks in the US, UK, UAE, and Kuwait.</li><li>Skills:</li><li>Strong leadership, organizational, and project management skills.</li><li>Proficiency in financial management, budgeting, and property management software (e.g., Yardi).</li><li>High level of attention to detail and ability to work under pressure.</li><li>Ability to travel to property sites across all regions.</li><li>Language: Full professional fluency in English and Arabic is mandatory.</li></ul>Language Skills:&middot; Bilingual candidate with excellent oral and written communication skills in English and Arabic.Other Requirements:&middot; Valid Kuwait Driving License&middot; Transferable 18 VisaJob Type:&middot; Full-timeHow to Apply:Please use the link (https://airtable.com/appwm2VUujXVQ2mIB/shrBmmYJs7pftZ2kJ) to complete the job form.Also, select the above-mentioned job position and job reference code while completing the form.Interested candidates please email us your CV: hr@zaleej.comNote: We thank all applicants for their interest, however only those candidates selected for interviews will be contacted.Job Types: Full-time, PermanentPay: From KD0.010 per month

International Property Portfolio Manager (US, UK, UAE, & Kuwait)

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International Property Portfolio Manager (US, UK, UAE, & Kuwait)