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Client Portfolio Manager

2 months ago

Swindon, United Kingdom Trilogic Recruitment Ltd Full time
Client Portfolio Manager Role

We are seeking a highly skilled and experienced Client Portfolio Manager to join our team at Trilogic Recruitment Ltd.

The ideal candidate will be a fully chartered accountant with years of practice experience and a strong track record of success in portfolio management.

Key Responsibilities:

  • Assisting with the onboarding of new clients to ensure a smooth and friendly experience
  • Providing expert financial guidance and advice to clients
  • Managing client portfolios to achieve optimal returns and growth

Requirements:

  • Chartered accountant (ACCA/CIMA preferred, but ACA also considered)
  • Proven experience in portfolio management and financial services

What We Offer:

  • A competitive salary and benefits package
  • The opportunity to work with a dynamic and growing company
  • A chance to develop your skills and expertise in portfolio management