Saturday 27 April 2024
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Senior / Client Relationship Manager, Private Wealth

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Type:Permanent
Hours:Full Time
Reference:SOURCE-16701
 

Full Description

This leading multi-jurisdictional provider of fund, corporate and private wealth services is seeking a motivated professional to play a key role within their "rest of the world" team. As a Senior Client Relationship Manager, you will provide efficient, timely and high-quality administration services to a portfolio of often ultra-high net worth clients, based worldwide, and provide useful market feedback and intelligence to the management team and to assist them to develop new business opportunities and enhance the level of client service and profitability. The successful candidate will join an administration team of relationship people all focussing on a diverse range of client structures, including trusts, companies, foundations, protected cell companies and limited partnerships. The structures include trading companies, traditional financial investments, Private Equity and very early stage tech start-up companies, art and commercial/residential properties. The structures can oversee entities located in a number of external jurisdictions. You will also participate in the coordination of short to long term administration projects and support the team by being involved with complex and bespoke services provided to clients, ensuring that risks are properly identified, and appropriate action plans are put in place to mitigate the risks associated. Candidates should have solid relevant experience and strong interpersonal skills. The following attributes would also be advantageous: strong knowledge and experience of managing trust structures and qualified in STEP, CGI, ACCA or similar professional qualification, or working towards the same. This is a full time position however, there is flexibility to a minimum of 30 hours.

For more information please visit https://www.source.gg/jobs/16701/senior-client-relationship-manager-private-we.


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