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Portfolio Management Specialist
2 months ago
We are seeking a highly skilled and experienced Client Portfolio Manager to join our team at Trilogic Recruitment Ltd.
Key Responsibilities- Assist with the onboarding of new clients to ensure a seamless transition and provide exceptional support.
- Build and maintain long-standing relationships with clients, understanding their needs and goals.
- Collaborate with the wider team to implement plans and identify opportunities for process improvement and business growth.
- Work closely with clients to review financial information, focusing on tax management and planning, as well as future growth opportunities.
- Develop and maintain robust forecasting models to help clients achieve their business goals.
- Identify ways to enhance the service level and provide additional value to clients.
- A competitive salary range of £45K-£50K per annum, depending on experience and qualifications.
- A pension scheme and paid business mileage.
- Statutory minimum sick pay and holiday entitlement, with discretionary benefits.
- Opportunities for professional development and growth within the company.
- Chartered accountant with years of practice experience.
- Strong business advisory skills and ability to build relationships with clients.
- Excellent communication and interpersonal skills.
- Ability to work independently and as part of a team.
We are looking for a motivated and experienced professional who is passionate about delivering exceptional client service and driving business growth. If you are a skilled and ambitious individual who is looking for a new challenge, please apply for this exciting opportunity.
