Pro Tax

Private Client Portfolio Senior Manager - Winchester Hampshire

Pro Tax
England, Hampshire, Winchester
19 Feb 2019
21 Mar 2019
Harry Robins
Job Role
Professional Membership
Seniority Level
Contract Type
Private Client Portfolio Senior Manager

£55,000 + benefits


Are you fed up with the politics or a large corporate environment? Do you want to work for a fantastic family feel boutique Practice managing your own portfolio of HNWIs?

This Private Client Portfolio Manager opportunity is with a fantastic boutique Practice that currently has approximately 50 staff spread across 3 offices with very little staff turnover. You will be joining a team of 10 in the Winchester office, managing your own Portfolio of HNWIs spanning across a variety of sectors including but not limited to: agriculture, landed estates, OMB's, estates, trusts and SMEs, providing both compliance and advisory services. As a Private Client Portfolio Manager, you are expected to build strong professional relationships with current and prospective clients with, developing your reputation as a key point of contact within the firm.

For a mid-tier Practice, this firm offers outstanding benefits, some of my highlights include:
  • Flexible and agile working
  • Christmas and Summer bonus
  • Free parking
  • Pension after 1 year of service (7% employer contribution which goes up with service)
  • Sociable office with Christmas parties, Summer overnight trips and activity days out

In order to successfully obtain this Private Client position, I am looking for someone with previous experience working with HNWIs, preferably with some agricultural experience. In addition to this it is preferred that the candidate is CTA qualified, however, candidates who are only ATT with strong experience will also be considered. In addition to this, I am looking for a personable individual with good communication skills both written and oral, coupled with an ability to work well within a team.

If this is of interest to you, please reach out today for a confidential chat:

Tel: 02072 696355

Email: [email protected]

The Pro-Recruitment Group consists of five distinct brands: Pro-Tax, Pro-Legal, Pro-Finance, Pro-HR and Pro-Marketing.

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