Client Relationship Manager – Wealth Management / Family Office, London
Our client is a multi-family office, they are seeking an experienced Client Relationship Manager. This person will have worked in private wealth management, family office or private banking environment and needs to be very comfortable interacting with UHNWI.
Reporting to the Client Director they will work closely with the Partners to provide an exceptional level of client services. They will manage the client reporting processes including bespoke presentations and must be highly financial literate with strong qualitative and quantitative skills.
This person will have excellent academic qualifications, strong numeracy skills and high levels of competency with MS Excel. They also need investment knowledge with a good understanding of all types of financial instruments including private equity, hedge funds and F/X. They will have an understanding of tax structuring including onshore and offshore trust structures.
They will display gravitas and be a strong influencer, able to engage with major clients and senior stakeholders.
CISI Wealth Management or relevant regulatory professional qualifications would be desirable.
RDR qualifications in order to offer financial advice to clients is also highly advantageous
Location: Central London
Salary: up to £55K basic plus benefits
Flexibility: Full time flexible working
Recruiter Contact: Linda Baldwin