03 Mar 2021

Senior Client Relationship Manager

Ref 33396

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:

  • Joining the admin team of two people who work almost exclusively on a multi-billion family trust structure. This structure liaises daily with the large family office located abroad.  
  • The structure includes listed trading companies, traditional financial investments, Private Equity and very early stage tech start-up companies, art, property, private jets and yachts. 
  • To provide support to the Client Director so that they can step away from the day-to-day admin and focus on the strategic relationship and their other clients
  • Taking charge of the coordination of the short to long term admin projects to ensure the clients/family office continue to receive a high level of service.

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.

 

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