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Financial Services Manager

2 months ago

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

About the Role

We are seeking an 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, ensuring a smooth transition and excellent support.
  • Develop and maintain deep, long-standing relationships with clients, understanding their business needs and providing tailored solutions.
  • 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.
  • Build robust forecasting models to help clients achieve their business objectives.

Requirements

  • Chartered accountant with significant practice experience.
  • Strong business advisory skills, with the ability to build and maintain relationships with clients.
  • Excellent communication and interpersonal skills.

What We Offer

As a Client Portfolio Manager at Trilogic Recruitment, you will have the opportunity to work with a diverse range of clients, providing expert advice and guidance to help them achieve their business goals. You will be part of a dynamic team, working collaboratively to deliver exceptional results.