Strategic Accounts & Advisory Leader

Personio GmbH; Glasgow; On-site; GBP 30,000 - GBP 50,000; Full time

Job summary

A global professional services firm based in Glasgow is seeking a candidate for a financial advisory role. You will manage client relationships, oversee a portfolio, and provide essential advice to support clients' financial journeys. The ideal candidate will possess strong organisational skills, a growth mindset, and the ability to coach team members. This position offers an opportunity to lead department operations and contribute to process improvements in a dynamic environment.

Qualifications

• Good organisational and time management skills.
• Ability to prioritise to meet deadlines.
• Growth mindset and continuous desire to learn.

Responsibilities

• Manage client relationships and provide advice to clients.
• Oversee and manage a client portfolio including financial statements.
• Coaching and developing team members.
• Lead operations and process improvements in the department.

Job description

A global professional services firm based in Glasgow is seeking a candidate for a financial advisory role. You will manage client relationships, oversee a portfolio, and provide essential advice to support clients' financial journeys. The ideal candidate will possess strong organisational skills, a growth mindset, and the ability to coach team members. This position offers an opportunity to lead department operations and contribute to process improvements in a dynamic environment.