05 Oct 2021

Client Relationship Manager - Private Wealth

Ref 34176

Our client is looking for a Client Relationship Manager to join their team. The chosen candidate will be responsible for providing efficient, timely and high-quality administration services to a portfolio of often high risk ultra-high net worth clients.

The successful candidate will process and manage new business whilst assisting in the mitigation of risk factors by helping with the review and management of administration and compliance work.

The ideal candidate will:

  • Have a minimum of 5-7 years’ experience in a varied trust and company environment
  • Be STEP/ICSA/ACCA/ACA qualified or equivalent or studying towards 
  • Have excellent grasp of oral and written English
  • Have good working knowledge of Word, Excel and Outlook
  • Have excellent communication skills
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