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Senior Client Relationship Manager 

Job Description

Our clients mission is to preserve and transfer the wealth, values, culture and vision of their clients to future generations by building meaningful and sustainable client relationships. The team members, whatever their role, are very important and highly valued, as they keep those relationships flourishing.

The client is a dynamic, productive and rewarding place to work. They delight in seeing progression in our team’s abilities, qualities, ambitions and qualifications. They celebrate and reward their talented professionals and endeavour to help them be the best they can be at their careers.

They wish to engage with motivated, energetic professionals who desire a career in the world of private wealth and a multi-family office.

They currently have a position available as a senior administrator. The senior administrator is an integral member of the teams administration team, who reports to the Admin Manager / Assistant Manager. The senior administrator will oversee a portfolio of complex and high net worth clients including full responsibility for complex transactions from the initial decision making and recording of decisions, to full implementation and finishing the task in an efficient and timely manner. The senior administrator will also have responsibility for mentoring junior members of staff and leading by example in all aspects of their daily role, including statutory work and personal time-recording.

The successful candidate will have:
▪ A levels
▪ STEP or ICSA qualification
▪ At least 5 years’ experience of which the majority is in administering complex structures.
▪ At least 3 years client facing experience
▪ Energetic and self-driven personality that thrives on contributing to a greater goal and strategic direction
▪ Experience in a multi-family office environment will be an advantage

Salary: Attractive

Job Summary

Ref ID: 567
£46,000
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Senior Client Relationship Manager 

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