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Senior Portfolio Manager
2 months ago
As a Client Portfolio Manager at Trilogic Recruitment, you will play a key role in building and maintaining strong relationships with our clients. This is an exciting opportunity to work with a dynamic team and contribute to the growth and success of our clients.
Key Responsibilities:- Assist with the onboarding of new clients to ensure a smooth transition and excellent support.
- Develop and maintain deep, long-standing relationships with clients, understanding their business needs and goals.
- Collaborate with the wider team to implement plans and strategies that drive client success.
- Identify opportunities to improve processes and business opportunities for clients.
- Work closely with clients to review financial information, focusing on tax management and future growth opportunities.
- Build robust forecasting models and challenge clients to use them effectively as their business grows.
- Continuously seek ways to enhance the service level and support offered to clients.
- Competitive salary range of £45K-£50K per annum (DOE & Quals).
- Swindon-based role with scope for remote working after a settling-in period.
- Opportunities for professional development and growth.
- Pension scheme and paid business mileage.
- Discretionary sick pay and holiday entitlement.
- Incentive schemes and bonuses.