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Client Portfolio Manager

2 months ago

Upper Stratton, Swindon, United Kingdom Trilogic Recruitment Full time
About the Role

We are seeking a highly skilled and experienced Client Portfolio Manager to join our team at Trilogic Recruitment. As a key member of our team, 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 Responsibilities
  • Assist with the onboarding of new clients to ensure a smooth transition and provide excellent support.
  • Develop and maintain deep, long-standing relationships with clients, understanding their business needs and providing tailored solutions.
  • Work closely with the wider team to ensure plans are implemented and clients' goals are met.
  • Identify opportunities to improve processes and business opportunities for clients, working with them to implement changes and drive growth.
  • Collaborate with clients' professional support networks, including financial advisors, mortgage brokers, and business coaches, to provide a comprehensive service.
  • Review financial information with clients, focusing on tax management and planning, as well as future growth opportunities.
  • Develop and implement robust forecasting models, challenging clients to use them to drive business growth and development.
  • Continuously identify ways to enhance the service level and provide additional value to clients.
What We Offer
  • A competitive salary range of £45K-£50K per annum, depending on experience and qualifications.
  • The opportunity to work in a dynamic and supportive team environment.
  • A comprehensive pension scheme and paid business mileage.
  • Statutory minimum sick pay and holiday entitlement, with discretionary benefits.
  • Commission or bonus-based incentive schemes and other initiatives to drive performance and growth.