Senior Client Manager
Step into a leadership role where you can shape your career while working in the beautiful coastal city of Bournemouth.
Are you ready to manage high-net-worth clients and make a significant impact within a leading accountancy firm?
An exciting opportunity has arisen for a Senior Client Manager job in Bournemouth with a highly respected firm renowned for its expertise in private client services and trusts.
This role is ideal for a CTA and/or STEP qualified professional, or someone eager to work towards a STEP qualification. With extensive experience in UK practice and a strong understanding of trusts, you’ll take charge of client relationships, mentor junior staff, and contribute to the firm’s ongoing growth.
If you’re ready for a new challenge with a forward-thinking firm, this Senior Client Manager job in Bournemouth offers a unique opportunity to advance your career in a firm committed to your success.
Or perhaps you’re simply exploring your options. If so, contact us today to discuss your next career move.
Role Responsibilities:
1. Managing and developing a portfolio of high-net-worth clients, providing expert advice on trusts, tax, and estate planning
2. Leading and mentoring a team of professionals, ensuring the delivery of high-quality services and client satisfaction
3. Working closely with clients to understand their needs and providing tailored solution...