Client Relationship Manager, Family Office

Our client is seeking a Client Relationship Manager to join their family office team on a permanent full-time basis. This engaging and varied role operates in a fast-paced environment where every day presents new challenges. The successful candidate will provide high-quality administration services for a complex, multi-billion family trust structure that interfaces daily with a large family office located abroad. This structure encompasses a range of assets, including listed trading companies, traditional financial investments, private equity, early-stage tech start-ups, art, property, private jets, and yachts. The role involves managing multiple entities across various jurisdictions, ensuring top-notch service in accordance with the client’s and company’s values.

Job Duties:

• Provide efficient administration services to the family trust structure.
• Support the ACD and Client Director in various admin projects.
• Assist in risk mitigation by reviewing and managing administration and compliance tasks.
• Act as a “C” Signatory.
• Ensure the provision of financial information to facilitate the drafting of financial statements by accountants.
• Undertake FATCA/CRS reporting and related tasks.
• Collaborate with intermediaries to meet client expectations within legal and regulatory frameworks.
• Maintain proactive relationships with clients and the family office.
• Facilitate the opening of client bank and investment accounts.
• Prepare payments and monitor transactions.
• Maintain Business Central and DMS databases.
• Provide general support to team members.
• Keep up-to-date with CPD requirements and industry developments.
• Execute any additional tasks as assigned by management.

Job Requirements:

• Strong relevant experience and interpersonal skills.
• Experience in managing trust structures is advantageous.
• Professional qualification or progress in STEP, CGI, ACCA, or similar.
• Proactive, forward-thinking, and able to work independently.
• Excellent organisational and communication skills.
• Ability to meet deadlines and define KPIs.
• A brand ambassador who embodies the company values of empowering responsible ambition.

What You’ll Love:

This role is an exciting opportunity to become part of a professional team and participate in the continuous development of the company’s business processes. Our client offers not only a competitive salary but also a performance-driven bonus scheme and a comprehensive benefits package. You will have numerous opportunities for training and career growth within a dynamic and rapidly growing group of companies.

Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists by clicking here