Senior UHNW Client Portfolio Manager; Family Office
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Accounting
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Finance & Banking
Job Description & How to Apply Below
Thomas & Dessain is seeking an experienced fiduciary professional to take ownership of a high-value client portfolio within a specialist family office team. You will manage a varied portfolio of high-net-worth clients and deliver a proactive, personalised service.
In this role you’ll oversee day-to-day client administration, maintain statutory and regulatory records, coordinate payments and distributions, prepare board packs and minutes, manage billing and support compliance, and mentor junior
Consider building your career as a Senior UHNW Client Portfolio Manager (Family Office) at Thomas & Dessain.
This role, Senior UHNW Client Portfolio Manager (Family Office) at Thomas & Dessain, could be your next opportunity.
Are you ready to take on the Senior UHNW Client Portfolio Manager (Family Office) role at Thomas & Dessain?
We would love to welcome a new Senior UHNW Client Portfolio Manager (Family Office) to our organisation in United Kingdom.
Position Requirements
10+ Years work experience(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).