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Senior Portfolio Manager

2 months ago

Swindon, Swindon, United Kingdom Trilogic Recruitment Ltd Full time
Job Description

Senior Portfolio Manager

We are seeking a highly experienced and skilled Senior Portfolio Manager to join our team at Trilogic Recruitment Ltd. As a key member of our team, you will be responsible for assisting with the onboarding of new clients and ensuring they have a friendly contact.

Key Responsibilities:

  • Assist with the onboarding of new clients to ensure a smooth transition and provide exceptional customer service.
  • Develop and maintain strong relationships with clients to understand their needs and provide tailored solutions.
  • Work closely with the account management team to ensure seamless delivery of services and meet client expectations.

Requirements:

  • Chartered accountant with significant practice experience and a strong understanding of business advisory services.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.

What We Offer:

  • A competitive salary and benefits package.
  • Opportunities for professional development and growth.
  • A dynamic and supportive work environment.

Apply Now:

Please submit your application, including your CV and a cover letter, to [insert contact information].