Private Client Portfolio Manager - Winchester - Hampshire

Pro Tax
England, Hampshire, Winchester
£37500 - £45000 per annum + benefits
19 Feb 2019
21 Mar 2019
Harry Robins
Job Role
Professional Membership
Seniority Level
Contract Type
Private Client Portfolio Manager

£45,000 + benefits


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. 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. If you are ATT qualified it is preferred that you have 5 years minimum experience, if you are CTA qualified approximately 4 years' experience. 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


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