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Portfolio Manager
2 months ago
To manage a diverse portfolio of UK trusts and estates, ensuring efficient administration and client satisfaction.
Key Responsibilities
* Competently manage a portfolio of trusts and estates, adhering to policies, procedures, and regulatory requirements.
* Develop and maintain strong client relationships, providing exceptional service and support.
* Collaborate with the team to achieve business objectives and contribute to the growth of the company.
Qualifications & Skills
* STEP qualification or equivalent
* Typically 5 years of relevant industry experience
* Core skills: English language proficiency, keyboard skills, and ability to work with references
