client portfolio manager jobs in Edinburgh

Commercial Manager – Healthcare, Local Government & Education Location: Scotland & North UK (with flexible remote working) Contract Type: Full-time, Permanent Are you a commercially savvy professional ready to take the lead on high-impact projects? A long standing client of ours is looking for a dynamic Commercial Manager to join their Healthcare, Local Government and Education team. This is...

You will act as the primary business liaison, ensuring contractual compliance, maximizing account profitability, and driving renewal success. Responsibilities demand a high degree of autonomy in managing ongoing account health, resolving complex client issues promptly, and acting as a passionate advocate for client success internally.

You will be expected to manage the whole sales process through pricing, forecasting, category reviews, NPD launches, whilst also liaising with finance and supply chain where necessary. - Ideally, you will currently work for a recognised food, drink, or confectionery brand, and have a well-trained, structured, modern approach to account management.

Job Description A Top 6 Accounting firm is seeking to appoint a Private Client Tax Manager to join their expanding Edinburgh or Glasgow office. This position offers the opportunity to lead a high-performing Private Client team, advising high-net-worth individuals, entrepreneurs, and their families on a wide range of complex tax and wealth structuring matters. The successful candidate will...

Job Description An exciting opportunity has arisen for an experienced Private Client Tax Manager to join a highly regarded firm of Chartered Accountants based in Bournemouth. Offering flexible working, a competitive company pension, and much more, this role provides the chance to take ownership of a growing private client portfolio within a supportive and forward-thinking environment. The firm...

Job Description Multiple Roles – From Customer Service Agent to Senior Client Manager Level (German Speaking) Edinburgh Permanent Responsibilities: -Respond to and resolve service enquiries, ensuring accurate and timely response -Oversee transactional activity and ensure all products and services are functioning correctly for clients -Participating in periodic client service reviews and...

Client Manager (Full Time) – Fully Remote Accountancy Practice (UK) This fast-growing, fully remote UK accounting and advisory firm is looking for a Client Manager to join its expanding team. This modern, tech-led practice supports venture-backed start-ups and high-growth businesses across the UK, providing outsourced finance, accounting and advisory services. The firm operates with a...

Role: Senior Finance Administrator (Payments) / Client Accountant — Residential Lettings Team: Payments / Finance Operations Location: Fully remote with occasional (once a month) travel Salary £30-38K PA DOE Type: Full-time Our client, a highly regarded UK property company, is seeking a skilled and experienced Finance Administrator / Lettings Client Accounts to join their finance and...

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Job Title: Personal Tax Manager Your new company You’ll be joining a respected accountancy and advisory firm with a strong national presence and a growing footprint in Edinburgh. Known for its client-centric approach and collaborative culture, the firm offers a supportive environment where professionals are empowered to thrive. With a focus on innovation and long-term relationships, the business...

You must be able to demonstrate a strong background of providing a high quality of customer service.

You will be servicing a book of Rural clients that will include everything from small Farms up to large Landed Estates.

You will also be given the opportunity to study for nationally recognized professional qualifications.

You will lead a team of 6 people who are responsible for performing due diligence, KYC checks, and AML screenings, enabling our organisation to identify and mitigate risk. This position involves strategy development, team leadership, process optimization, and continuous improvement in line with evolving regulatory requirements.

We are working with a global Corporate Housing firm in the search for a Client Account Manager EMEA, based anywhere in the United Kingdom. In this fast-paced, full-time role, you'll work from your home office managing serviced apartment requests and client relationships while delivering superior guest experiences. Ideal for energetic professionals with strong B2B account management skills and a...

A leading investment manager based in Edinburgh is looking for an Assistant Portfolio Manager to support Portfolio Managers and manage clients' portfolios. The ideal candidate will have excellent IT skills, a keen interest in wealth management, good communication skills, and the ability to multi-task. This role offers a great opportunity to learn the foundations of investment management while...

A global professional services network is seeking a Financial Planning Director in Edinburgh to manage high-quality private client portfolios, deliver comprehensive financial planning solutions, and lead a team. The role requires over 5 years of experience in financial advising, a strong understanding of investment and tax planning, and proven leadership skills. Offering competitive pay,...

Private Client Solicitor or Associate - Edinburgh Job Location: Edinburgh Salary: Competitive, commensurate with experience Job Type: Full-time, Part-time, Permanent An established and highly regarded law firm is seeking a Private Client Solicitor or Associate to join their team in Edinburgh. This is an excellent opportunity for a motivated individual to work on a diverse caseload within a...

You will champion service excellence, drive commercial growth and safeguard member satisfaction. This role is hybrid aligned to our offices in Edinburgh, though other locations may be considered as long as there is flexibility to travel for client and team meetings as needed.

Overview PURPOSE OF ROLE We are assisting our client in recruiting for a Private Clients Broker to service High Net Worth clients. The role involves providing expert insurance advice, managing complex portfolios, and ensuring first-class service. Strong communication and technical knowledge are essential. Leadership skills are an advantage. Responsibilities - Manage multi-property,...

Job title: Personal Lines Account Handler Salary: to £32,000 Location: Edinburgh Insurance Industry Sectors: Insurance, Personal Lines, Motor, Home, HNW Purpose of role Due to growth, this respected insurance broker has an opportunity for a Personal Lines Advisor to join their office in Edinburgh. The ideal candidate must have experience working with home and motor insurance policies, HNW...

A well-established law firm in Edinburgh is looking for a Private Client Solicitor or Associate. This role involves managing a diverse portfolio of private client matters such as executries, wills, and powers of attorney. The ideal candidate will be a qualified Solicitor in Scotland, skilled in providing practical advice and building client relationships. The firm promotes a supportive culture...