As the key liaison you will ensure the highest level of client service, manage complex fiduciary portfolios and collaborate with directors to maintain efficient workflows. Your proactive and forward-thinking approach, coupled with strong interpersonal skills will drive the team's success. If you have relevant management experience, a background in Private Wealth and Family office portfolios and hold qualifications such as STEP, CGI, ACCA, or equivalent, we invite you to lead and motivate their team to new heights.
If you would like to find out more about the client and this fantastic opportunity, please contact our expert recruiters today, either by email email@example.com or by calling 01534 729996, alternatively you can submit your CV to our team by clicking here. Please feel assured that all enquiries will be treated with the utmost discretion.