Client Portfolio Management Lead

5 days ago


Taunton, Somerset, United Kingdom Pro Talent Full time
Pro Talent Job Opportunity

This strategic role comes with an estimated annual salary range of $90,000 to $120,000.

Role Summary

We are seeking a skilled professional to manage client relationships, oversee client portfolios, and provide expert financial and tax advisory services.

Main Accountabilities
  • Develop and execute customized client engagement strategies to drive business results and customer satisfaction.
  • Oversee the management of client portfolios, prioritizing tasks, and delivering high-quality services.
  • Analyze and prepare comprehensive financial reports, offering data-driven insights and recommendations to clients.
  • Ensure compliance with relevant laws, regulations, and industry standards.
  • Provide tax planning and business development advice, positioning Pro Talent as a trusted advisor and thought leader.
Our Offerings

At Pro Talent, we provide:

  • A highly competitive compensation package and benefits.
  • Ongoing training and development opportunities to enhance your skills and advance your career.
  • A dynamic, supportive work environment that fosters growth, collaboration, and success.

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