Client Portfolio Manager

Job DescriptionClient Portfolio ManagerAs a seasoned accountant and business advisor, we seek an individual with a strong background in financial services to join our team at Trilogic Recruitment Ltd.Key Responsibilities:Assist with the onboarding of new clients to ensure a seamless and personalized experience.Provide expert guidance and support to clients,...

Job DescriptionClient Portfolio ManagerAs a seasoned accountant and business advisor, we seek an individual with a strong background in financial services to join our team at Trilogic Recruitment Ltd.Key Responsibilities:Assist with the onboarding of new clients to ensure a seamless and personalized experience.Provide expert guidance and support to clients,...

Portfolio Manager RoleThe ideal candidate for this position at Trilogic Recruitment Ltd will possess a strong background in accounting and business advisory services. Key qualifications and experience expected from applicants are outlined below.The role requires an accountant/business advisor with a strong track record of experience and a commitment to...

Portfolio Manager RoleThe ideal candidate for this position at Trilogic Recruitment Ltd will possess a strong background in accounting and business advisory services. Key qualifications and experience expected from applicants are outlined below.The role requires an accountant/business advisor with a strong track record of experience and a commitment to...

Client Accounting Portfolio Manager Full Time & Permanent Hybrid / Remote Working considered Swindon Up to c.£49,000 Do you currently work within an accounting firm that is not offering you opportunities to progress?! Do you want to offer a higher level of service to your clients? Our client is a thriving accountancy practice with various...

Client Accounting Portfolio Manager Full Time & Permanent Hybrid / Remote Working considered Swindon Up to c.£49,000 Do you currently work within an accounting firm that is not offering you opportunities to progress?! Do you want to offer a higher level of service to your clients? Our client is a thriving accountancy practice with various offices across...

Client Accounting Portfolio ManagerFull Time & Permanent Hybrid / Remote Working consideredSwindonUp to c.£49,000Do you currently work within an accounting firm that is not offering you opportunities to progress?!Do you want to offer a higher level of service to your clients?Our client is a thriving accountancy practice with various offices across Wiltshire...

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...

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...

Client Portfolio ManagerThe 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...

Client Portfolio Manager 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...

Client Portfolio Manager 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...

About the RoleWe are seeking a highly skilled and experienced Portfolio Manager to join our team at Trilogic Recruitment Ltd. As a Portfolio Manager, you will be responsible for building and maintaining strong relationships with our clients, providing expert advice and guidance to help them achieve their business goals.Key ResponsibilitiesAssist with the...

About the RoleWe are seeking a highly skilled and experienced Portfolio Manager to join our team at Trilogic Recruitment Ltd. As a Portfolio Manager, you will be responsible for building and maintaining strong relationships with our clients, providing expert advice and guidance to help them achieve their business goals.Key ResponsibilitiesAssist with the...

Job DescriptionClient Portfolio ManagerThe ideal candidate for this role will possess a strong background in accounting and business advisory services, with a focus on portfolio management. Key responsibilities include assisting with the onboarding of new clients, ensuring a seamless and personalized experience.RequirementsChartered accountant with...

Job DescriptionClient Portfolio ManagerThe ideal candidate for this role will possess a strong background in accounting and business advisory services, with a focus on portfolio management. Key responsibilities include assisting with the onboarding of new clients, ensuring a seamless and personalized experience.RequirementsChartered accountant with...

Job DescriptionSenior Portfolio ManagerWe are seeking a highly experienced Senior Portfolio Manager to join our team at Trilogic Recruitment Ltd. As a key member of our team, you will be responsible for managing client relationships and driving business growth.Key Responsibilities:Assist with the onboarding of new clients to ensure a smooth transition and...

Job DescriptionSenior Portfolio ManagerWe are seeking a highly experienced Senior Portfolio Manager to join our team at Trilogic Recruitment Ltd. As a key member of our team, you will be responsible for managing client relationships and driving business growth.Key Responsibilities:Assist with the onboarding of new clients to ensure a smooth transition and...

Job DescriptionClient Portfolio ManagerThe ideal candidate for this role will possess a strong background in accounting and business advisory services, with a proven track record of success in managing client portfolios. The successful applicant will be a fully chartered accountant with significant practice experience, looking to take on a more senior...

Job DescriptionClient Portfolio ManagerThe ideal candidate for this role will possess a strong background in accounting and business advisory services, with a proven track record of success in managing client portfolios. The successful applicant will be a fully chartered accountant with significant practice experience, looking to take on a more senior...