Client Relationship Manager Wealth Management - London

Job Title: Client Relationship Manager Wealth Management - London
Contract Type: Permanent
Location: London, England
Salary: £40000 - £45000.00 per annum
Start Date: ASAP
Reference: BBBH19125_1532103914
Contact Name: Charles Bodunrin
Contact Email:
Job Published: July 20, 2018 17:25

Job Description

Twenty Financial Services are working with a London based Wealth Management that are looking for a Client Services 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.


  • Providing first point of contact with important and high net worth clients and suppliers
  • Implementation/execution of complex financial/commercial transactions and set up of structures
  • Management of client bank accounts, performing any required money transfers, payments and related transactions in a number of currencies
  • 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
  • Supporting Partners or Board Member in a range of duties, as requested on a day to day basis


  • Previous experience in a Trust Company or a Multifamily Office
  • 2:1 university degree in Economics, Finance or Law or a professional equivalent
  • Accountancy and legal background and knowledge
  • Experience of working in an international and fast paced environment, preferably specialised in international tax or law
  • Good commercial sense and business acumen
  • Familiar with profit and loss statements and budgeting
  • Ability to discuss with the seniors in both operational and representative activities
  • Strong communication and organisation skills