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Client Relationship Manager - Wealth Management Firm - London

Job Title: Client Relationship Manager - Wealth Management Firm - London
Contract Type: Permanent
Location: London, England
Industry:
Salary: £50000 - £60000.00 per annum
Start Date: ASAP
Reference: BBBH19948_1540832434
Contact Name: Charles Bodunrin
Contact Email: charles.bodunrin@twentyrecruitment.com
Job Published: October 29, 2018 17:00

Job Description

Twenty Financial Services are working with a London based Wealth Management firm that are looking for a Client Relationship Manager to join a growing team, this role will report directly to a Senior Manager and is part of a team with a large portfolio of clients/structures.

Responsibilities

  • Implementation/execution of complex financial/commercial transactions and set up of structures
  • Providing first point of contact with important and high net worth clients and suppliers
  • Assisting in the set-up of companies in line with current national and international legislation's
  • Ensuring that all client financials are up to date and accessible to fellow members of the team at all times
  • Providing billing support and debt collection when required as well as regular forecasts and proposals for income collection
  • Support in the drafting of legal documents and letters relating to client transactions
  • Regular contact with third parties, banks, solicitors, agents, etc
  • Providing support and expertise to other members of the team

Requirements

  • Previous experience in a Trust Company or a Multifamily Office
  • Qualified Accountant (CIMA, ACCA, ACA or CA)
  • Experience of working in an international and fast paced environment, preferably specialised in international tax or law
  • Excellent attention to detail and ability to work under pressure on multiple projects to meet deadlines
  • Ability to maintain client confidentiality and handle very sensitive information
  • Adaptable and problem solving mentality, with confidence to ask questions and/or seek solutions when required;
  • Good interpersonal skills, with the ability to form lasting relationships with clients and colleagues
  • Experience of working in an international and fast paced environment, preferably specialised in international tax or law

If this role is of interest, please send Charles Bodunrin at Twenty Recruitment an updated CV for a confidential discussion about this role and your job search.