Client Relationship Manager - Family Office
Job Ref: LF
41391
If you enjoy complex private client work and building close, long-term relationships, this role offers plenty of opportunity. You'll support a substantial family trust structure with assets ranging from traditional investments to private equity, property and other specialist holdings. The position offers both technical variety and long-term career development.
Location
Duties for this role include, but are not limited to:
- Support the administration of a substantial multi-jurisdictional family trust structure.
- Maintain proactive relationships with clients and the wider family office.
- Assist with short and long-term client administration projects.
- Support the review and management of administration and compliance matters.
- Assist with financial information required for the preparation of financial statements.
- Undertake FATCA/CRS reporting and related regulatory work.
- Open and maintain client bank and investment accounts.
- Prepare payments and support transaction monitoring.
- Maintain accurate client records and databases.
- Work collaboratively with colleagues, intermediaries and professional advisers.
Skills / Qualifications
The ideal candidate will have strong relevant fiduciary experience and a good understanding of managing trust structures, together with excellent interpersonal and client relationship skills. You'll ideally hold, or be working towards, a professional qualification such as STEP, CGI or ACCA. A proactive and forward-thinking approach is important, alongside the ability to work independently, use initiative and manage deadlines effectively within a fast-paced environment.
How To Apply
For a full job description or further information on this role please call 711188, or email [email protected].If you wish to apply for this role, please submit your CV via the Apply Now button below.