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

Outsized

<div>
 
 
 Who are we?
 
 
 
 Outsized is a high-growth, well-funded disruptor in the fast-evolving talent economy. We focus on full-time contracts (remote or onsite), typically between 1&ndash;12 months. We help our talent upskill so they have better chances of landing their dream projects and charging fair rates. Outsized members also have access to an exclusive Community where they can connect with peers and experts, take part in live events, and find project collaborators.
 
 
 
 
 
 
 Who are we looking for?
 
 
 
 Our client a Global Payments Firm is currently carrying out a project for a Leading Bank in Kuwait. To support with this, our client is looking to onboard a
 
 Card Portfolio Manager
 
 to join their team.
 
 
 This individual would be required to enhance customer acquisition, engagement, and retention through targeted, data-informed lifecycle marketing strategies that optimize card portfolio performance and align with business objectives.
 
 
 
 
 
 
 Key Responsibilities:
 
 
 <ul>
 <li>
 Analyze debit and credit card portfolio performance across acquisition, activation, usage, and retention metrics.
 </li>
 <li>
 Identify and recommend targeted campaigns to drive spend, reduce attrition, and increase customer engagement
 </li>
 <li>
 Collaborate with Product and Marketing teams to design and launch lifecycle campaigns.
 </li>
 <li>
 Monitor campaign performance and provide actionable insights for continuous improvement.
 </li>
 <li>
 Conduct competitive benchmarking and market analysis to inform strategy.
 </li>
 <li>
 Prepare and present regular portfolio performance reports to senior stakeholders.
 </li>
 <li>
 Ensure compliance with internal risk policies.
 </li>
 <li>
 Develop and execute multi-channel lifecycle marketing campaigns (email, mobile, digital, direct mail).
 </li>
 <li>
 Partner with cross-functional teams (Product, Risk, Compliance, Legal) to ensure campaign alignment and governance.
 </li>
 <li>
 Continuously test, measure, and optimize campaign effectiveness using A/B testing and performance analytics.
 </li>
 <li>
 KPI: Increase in card activation and usage rates, Reduction in customer attrition, Campaign ROI and conversion rates, Customer engagement metrics (e.g., open/click rates, spend lift) ,Compliance and audit adherence.
 </li>
 </ul>
 
 
 
 
 
 Skills &amp; Qualifications:
 
 
 <ul>
 <li>
 Bachelor&rsquo;s degree in Marketing, Business, Economics, or related field
 </li>
 <li>
 Experience in financial services, preferably in cards or payments
 </li>
 <li>
 Strong analytical and storytelling skills using data
 </li>
 <li>
 Understanding of customer segmentation and personalization strategies
 </li>
 <li>
 Familiarity with marketing automation platforms (e.g., Salesforce Marketing Cloud, Adobe Campaign)
 </li>
 <li>
 Proven experience in card portfolio performance analysis
 </li>
 <li>
 Strong understanding of customer lifecycle marketing (Cards)
 </li>
 <li>
 Proficiency in both English and Arabic is preferred
 </li>
 <li>
 Proficiency in SQL, Excel, and data visualization tools (e.g., Tableau, Power BI)
 </li>
 <li>
 Campaign performance tracking &amp; reporting
 </li>
 <li>
 Stakeholder communication and presentation
 </li>
 <li>
 Regulatory awareness in financial marketing
 </li>
 <li>
 Project management and cross-functional collaboration
 </li>
 </ul>
</div>

Card Portfolio Manager

First Abu Dhabi Bank

Job DetailsCountry: UAECity: DubaiIndustry: BankingFunction: Account Management-Non-CommissionedKey ResponsibilitiesCustomer Acquisition<ul><li>Identify, engage, and acquire new retail clients while ensuring that all onboarding activities comply with FAB policies and UAE regulations.</li><li>Conduct needs analysis and discuss financial requirements with clients to structure appropriate solutions in collaboration with product and credit teams.</li><li>Develop strategic account plans and follow up on new business opportunities to expand the client portfolio.</li><li>Monitor market trends and provide feedback on client needs to enhance existing products and services.</li></ul>Relationship Management<ul><li>Build and maintain strong relationships with existing clients, serving as their primary point of contact for all banking needs.</li><li>Proactively manage customer accounts to ensure satisfaction, loyalty, and cross-selling of FAB s products and services.</li><li>Conduct regular client meetings to assess financial goals, identify opportunities, and recommend suitable banking solutions.</li><li>Collaborate with internal partners across wealth management, lending, and digital banking divisions to deliver a holistic service offering.</li><li>Resolve client queries and issues efficiently, ensuring a seamless customer experience.</li></ul>Portfolio Management<ul><li>Manage a defined portfolio of clients, focusing on revenue growth, retention, and risk control.</li><li>Monitor client account activities, credit exposure, and risk indicators to ensure portfolio quality and compliance with internal policies.</li><li>Maximize profitability through cross-selling, referrals, and targeted product promotion.</li><li>Maintain up-to-date awareness of clients financial activities and proactively identify opportunities for engagement.</li></ul>Internal Collaboration<ul><li>Coordinate with Operations, Technology, Legal, Risk, and other internal departments to ensure timely delivery of products and services.</li><li>Contribute to internal process improvements to enhance client servicing efficiency.</li><li>Support the unit head in portfolio planning, reporting, and performance management.</li></ul>Self-Management and Professional Development<ul><li>Set annual goals in alignment with management objectives and track performance throughout the year.</li><li>Participate in professional training and continuous development programs to enhance relationship management skills.</li><li>Stay updated on new financial products, market developments, and regulatory changes impacting retail banking.</li></ul>Skills Set<ul><li>Retail relationship management</li><li>Client portfolio development</li><li>Sales and cross-selling strategy</li><li>Financial analysis and risk assessment</li><li>Compliance and regulatory awareness</li><li>Customer experience and service excellence</li></ul>

Relationship Manager Retail Banking

ROI Hunter

Our Customer Success Managers work as strategic partners to our clients, big e-commerce retailers, and help them to scale their digital promotions and commercial activities and thus make their businesses more profitable and sustainable.
<ul>
<li>You will be responsible for the full customer cycle - from onboarding the client into our SaaS platform up to regular business reviews and renewals, being their partner through strategies and successes. By providing tailor-made analytical and business insights you will support your clients in elevating their ROAS, ROI and revenue.</li>
<li>We work with medium and large enterprise clients across the EMEA - you will be assigned with a portfolio of clients mainly from Middle East, Africa, India and partly from Europe too.</li>
<li>In this role, you can learn more about the e-commerce business and strategies behind the success of top brands, how to get data insights and translate them into action points, how to create the case studies and educate our clients to adopt new approaches or platform features to become even more successful.</li>
<li>Last but not least you will learn more about cross-team collaboration within a unique culture of a company which creates the future in the e-commerce world.</li>
</ul>
ABOUT YOU
<ul>
<li>First of all, you should like a fast-paced environment where things change once we have a better solution.</li>
<li>You already have a minimum of 2 years of experience as a Customer Success or Account Manager (direct responsibility for a B2B client portfolio) within the Performance Marketing environment, ideally from a MarTech/AdTech company.</li>
<li>Marketing Technology is your passion and you have at least some knowledge about Google and Meta Ads (or you already are an expert ).</li>
<li>Business acumen and data analytics come second nature to you.</li>
<li>The company culture is important for you. You want to be surrounded by smart and friendly people who enjoy working together.</li>
<li>You speak fluent English and Arabic.</li>
<li>You are based in Dubai and willing to commute to the JLT Office (during onboarding home office only on Fridays, after onboarding according to the agreement with your leader). If you are based in Saudi Arabia, it could work too!</li>
<li>You are open to occasional travels to meet our cliients personally for regular business reviews.</li>
</ul>

Associate Customer Success Manager

PayTech Group

<div>
 
 Job Title
 
 : Active Portfolio Manager
 
 
 
 Term
 
 : 12 months
 
 
 
 Location
 
 : Kuwait (on-site)
 
 
 
 Division
 
 : Cards
 
 
 
 Reports
 
 
 to
 
 : TBC
 
 
 
 PURPOSE OF THE PROJECT
 
 
 
 We are seeking a highly motivated and skilled manager to serve as a dedicated resource for the one of the biggest banks in Kuwait. This role will focus on Active Portfolio Management, driving strategic campaigns to enhance cardholder acquisition and engagement. The resource will play a pivotal role in planning, executing, and optimising portfolio campaigns, while ensuring seamless coordination between the bank and key stakeholders.
 
 
 
 Core Responsibilities and Accountabilities:
 
 
 
 <ul>
 <li>
 Plan, launch, and execute portfolio campaigns aimed at increasing card acquisition and cardholders spend
 </li>
 <li>
 Conduct regular reviews and assessments of campaign effectiveness to ensure delivery of business objectives
 </li>
 <li>
 Collaborate with key teams across Marketing, Product, Analytics, and Operations to ensure smooth implementation
 </li>
 <li>
 Act as the central point of contact to track progress and address bottlenecks
 </li>
 <li>
 Track campaign KPIs and performance metrics on an ongoing basis
 </li>
 <li>
 Provide actionable insights and recommendations to maximize ROI and portfolio growth
 </li>
 <li>
 Facilitate knowledge sharing with the required teams to build internal portfolio management capabilities
 
 
 
 </li>
 </ul>
 
 Knowledge and Experience:
 
 
 
 <ul>
 <li>
 4-6 years of experience in portfolio management, marketing campaign management, and/ or financial services
 </li>
 <li>
 Previous exposure to credit cards, payments, or banking industries preferred
 </li>
 <li>
 Experience managing multiple strategic initiatives or projects simultaneously
 </li>
 <li>
 The ability to influence decisions, present portfolio updates, and ensure alignment across business units
 </li>
 <li>
 Previous experience in using data to make recommendations, optimize portfolio value, and mitigate risks
 
 
 
 </li>
 </ul>
 
 Mandatory Skills:
 
 
 
 <ul>
 <li>
 Strong project management and organizational skills
 </li>
 <li>
 Analytical mindset with the ability to interpret campaign data and drive actionable insights
 </li>
 <li>
 Excellent communication and stakeholder management skills
 </li>
 <li>
 Proficiency in MS Excel, PowerPoint, and reporting tools
 </li>
 <li>
 Ability to work in a fast-paced environment, with flexibility to adapt to changing priorities
 
 
 
 </li>
 </ul>
 
 Preferred Skills:
 
 
 
 <ul>
 <li>
 Bachelors degree in Business, Marketing, Finance, or related field (MBA is a plus)
 </li>
 <li>
 The ability to anticipate market trends, identify growth opportunities, and align portfolio decisions
 </li>
 <li>
 Experience with budgeting, forecasting, and assessing risks to optimize portfolio value and ensure profitable outcomes
 
 </li>
 </ul>
</div>

Active Portfolio Manager

Trivium

<div>Join our award-winning team! 
Ranked #170 on the Inc. 5000 list and recognized as a Clutch Award-winning agency, Trivium Group is a full-service Amazon agency helping brands scale profitably. We integrate seamlessly with our clients&rsquo; teams and deliver world-class results&mdash;built on strong systems, sharp people, and solid values.
We are seeking a Client Success Manager to join our growing team. If you&rsquo;re passionate about building strong relationships, driving growth for clients, and being the bridge between strategy and execution, this role is for you.<h3 class="jobSectionHeader">
The Role</h3>
This isn&rsquo;t just an account management job. As our Client Success Manager, you&rsquo;ll be the trusted advisor and strategic partner for our clients. From onboarding and retention to building tailored growth strategies, you&rsquo;ll ensure every client feels supported and sees measurable success with Trivium.
This is an opportunity to step into a high-ownership, high-impact role where your leadership, empathy, and analytical skills will make a real difference in client outcomes.<h3 class="jobSectionHeader">
Key Responsibilities</h3>
 Client Partnerships<ul>
<li>
Lead onboarding for new clients and continuously improve the process.</li>
<li>Build and maintain long-term client relationships that drive trust and loyalty.</li>
<li>Act as the main point of contact for client needs, requests, and escalations.</li>
</ul>
 Strategy &amp; Growth<ul>
<li>
Develop tailored client success strategies based on business goals and data insights.</li>
<li>Analyze customer data to maximize value, minimize churn, and uncover opportunities.</li>
<li>Advocate for client needs in internal discussions around product and service development.</li>
<li>&#65039; Process &amp; Communication</li></ul><ul>
<li>
Ensure agreements and requirements are communicated across departments for flawless execution.</li>
<li>Mediate between clients and internal teams to align priorities.</li>
<li>Continuously evaluate and improve communication processes, tutorials, and success programs.</li>
</ul>
Requirements
Experience &amp; Background<ul>
<li>
3+ years of experience in customer success / account management (agency experience preferred).</li>
<li>Bachelor&rsquo;s degree in Business, Marketing, or related field.</li>
<li>Proven ability to manage client portfolios and success processes.</li>
</ul>
Skills &amp; Attributes<ul>
<li>
Excellent communication and interpersonal skills.</li>
<li>Strong project management and organizational skills.</li>
<li>Analytical mindset with strategic thinking.</li>
<li>High emotional intelligence and leadership qualities.</li>
<li>Fluent English (written and spoken, advanced level required).</li>
</ul>
Work Style &amp; Culture Fit 
You&rsquo;ll thrive in this role if you:<ul>
<li>
Love helping clients achieve measurable success.</li>
<li>Can juggle multiple priorities with precision and grace.</li>
<li>Are proactive, resourceful, and solutions-oriented.</li>
<li>Value autonomy while working collaboratively with a global team.</li>
<li>Enjoy working in a fast-paced, high-growth environment.</li>
</ul>
Benefits
 Salary $4k- $5k 
 100% Remote work year-round 
 25 PTO days per year + 9 paid national holidays 
 Professional development opportunities 
 A chance to grow with an award-winning, fast-scaling company<h3 class="jobSectionHeader">
The Role</h3>
This isn&rsquo;t just an account management job. As our Client Success Manager, you&rsquo;ll be the trusted advisor and strategic partner for our clients. From onboarding and retention to building tailored growth strategies, you&rsquo;ll ensure every client feels supported and sees measurable success with Trivium.
This is an opportunity to step into a high-ownership, high-impact role where your leadership, empathy, and analytical skills will make a real difference in client outcomes.</div>

Client Success Manager

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