Manages client relationships and supports the administration of trusts and companies within a family office department.
Our client seeks a Client Relationship Manager to join their team.
Role Profile
You will build relationships with internal and external stakeholders in multiple jurisdictions. This role will involve close and regular interaction with Trustees and Relationship Directors / Managers, Accountants within the Family Office department and the other departments. You will be accountable for a number of key client relationships; they will grow long-term relationships with their clients and will have a specific business development target for the introduction of new clients, ensuring excellent service, profitability and growth. You will be primarily responsible for the provision of an efficient, professional administrative support service to the Trustee and Relationship Directors/Managers on formation and ongoing administration of Trusts and Companies.
Key Skills and Experience
- A minimum of 15 years' experience in the financial services industry.
- 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 understanding of Tax guidelines UK including South Africa.
- 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.
If you have the required skills please apply online at searchandselect.com quoting reference number: 16600
