A growing boutique firm based in Bath has a newly created position for a Private Client Manager to join their team. This firm focus on helping fast growing entrepreneurs across the whole business cycle and, due to the quality of service provided, they have experienced 20% year on year growth.
This is a 100% advisory focused opportunity and is an excellent step for someone wanting more autonomy, direct access to well-regarded Partners and also the potential to broaden your skill set into Corporate Tax. You will be working with a portfolio of clients that is equivalent to that of the Big 4 and includes entrepreneurs, family offices, HNW individuals and non-doms.
Responsibilities:
* Client focused with the ability to identify commercial opportunities
* Proficient in Tax technical work
* Portfolio and client management of a high net worth portfolio
* Business development
* Oversee the junior team
This firm are offering a competitive remuneration package and are looking for an individual with a track record of progression and experience in a client facing position.