Required Skills
Proven experience in trust and company administration with excellent technical skills
Proven experience in managing UHNW/HNW clients
Proven ability in identifying and meeting client requirements
Good knowledge and understanding of UK tax as it applies to UK and offshore trusts and UK resident individuals
good knowledge of corporate and trust structuring and the principles of corporate governance in a
family setting
A background in financial services and a good understanding of the requirements of operating within a regulated framework
A minimum of 15 years’ experience in the financial services industry
Excellent communication skills including an ability to explain data and information in a clear and concise manner to clients third parties and colleagues across the business
Ability to produce complex and detailed information ensuring clients and other stake holders understand the data provided
Solution focused
Self-motivated to achieve goals to improve own and company performance
Ability to change focus quickly to meet changing demands and manage the transition from task to task effectively Making decisions based on a clear understanding of issues
relevant views and opinions and an objective analysis of facts
Strong interpersonal skills
Provide guidance and coaching to more junior members of client service teams as required
Ability to work as a member of their immediate team or a wider team across different jurisdictions
Be highly organised with a systematic work method and good attention to detail
Job Summary
Our client, is seeking a dynamic and experienced Client Relationship Manager to join their team. This role offers the opportunity to work with a diverse portfolio of clients, providing strategic financial advice and building long-lasting relationships.
The ideal candidate will have a strong background in accountancy or finance, with a proven track record of managing client relationships and driving business growth. Responsibilities will include identifying new business opportunities, managing client accounts, and ensuring customer satisfaction.
If you are a proactive and results-driven professional with excellent communication skills and a passion for delivering exceptional client service, we want to hear from you. Don't miss this exciting opportunity to take your career to the next level. Apply now!
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