Our client is the region's leading Private Client team who are looking to add an experienced team and portfolio Manager. They offer clear progression opportunities that would suit an ambitious individual.
The role will oversee a varied portfolio of private client work in a client facing role with day-to-day responsibility for client relationships, and will include exposure to Trusts and Estates work. The position will directly support a Partner and pay a pivotal role in the development of junior staff. Focusing entirely on Advisory work, this positions offers the opportunity to develop broad client exposure and increasing responsibility among some of the region's most dynamic clients.
As an advisory role, this position requires an interest in actively growing and promoting the team's work, including business development and networking efforts.
The successful individual will be CTA/ACA Qualified or equivalent with prior experience in a Practice environment. They will demonstrate strong communication and advisory skills and be comfortable in a client facing role.
- Advisory Work
- Private Client
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