Financial Portfolio Manager
5 days ago
Location: Wellingborough (Hybrid)
Estimated Salary: £24,500 - £27,000 depending on experience
We are seeking a highly organized and detail-oriented Racing Banking Specialist to manage a portfolio of racing clients. This role involves ensuring their VAT needs are met, providing exceptional customer service, and working closely with clients to understand their financial requirements.
The ideal candidate will possess excellent communication skills and the ability to build strong relationships with clients. Key responsibilities include managing client portfolios, providing guidance on banking procedures, and resolving any queries or issues that may arise.
Key Responsibilities:
- Manage a portfolio of racing clients
- Ensure VAT compliance for clients
- Provide exceptional customer service
- Work closely with clients to understand their financial needs
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Client Portfolio Manager
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Financial Services Specialist
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