Senior Portfolio Manager

4 weeks ago

Swindon, United Kingdom Trilogic Recruitment Ltd Full time
Job Description

Trilogic Recruitment Ltd is seeking a highly skilled Client Portfolio Manager to join our team.

The ideal candidate will have a strong background in accounting and business advisory services, with a focus on client portfolio management.

Key Responsibilities:

  • Assist with the onboarding of new clients to ensure a smooth transition and provide exceptional customer service.
  • Develop and maintain strong relationships with clients to understand their needs and provide tailored solutions.
  • Collaborate with internal teams to ensure seamless delivery of services and meet client expectations.
  • Stay up-to-date with industry developments and best practices to provide expert advice to clients.

Requirements:

  • Chartered accountant (ACCA/CIMA) or equivalent qualification.
  • Proven experience in client portfolio management and business advisory services.
  • Strong analytical and problem-solving skills, with the ability to think critically and creatively.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and internal stakeholders.

What We Offer:

  • A competitive salary and benefits package.
  • Opportunities for professional development and growth.
  • A dynamic and supportive work environment.

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