Our client is seeking a Senior Client Relationship Manager to join their Private Wealth team, to provide efficient, timely and high-quality administration services to a portfolio of often ultra-high net worth clients. In order to earn a defined revenue contribution to the company’s gross profit and provide useful market feedback and intelligence to the management team and to assist them to develop new business opportunities.
Duties for this role include, but are not limited to:
The desirable candidate will have minimum of 3 years’ experience in a varied trust and company environment, hold a STEP/ICSA/ACCA/ACA qualified or equivalent and have excellent Relationship management skills.