Associate – Relationship Management

Our client, a leading family office are currently looking to add to their Relationship Management team with the hire of Associate to support the UK Family Office Relationship Managers in providing excellent service to a portfolio of ultra-high net-worth clients.

Role & Responsibilities

  • Providing client servicing support to one (or more) Relationship Manager and their clients; representing the Relationship Manager as appropriate.
  • Preparation of data and presentation packs for client meetings
  • Capturing new client information and completing onboarding processes
  • Receiving queries from clients and other internal contacts and resolving / escalating as required
  • Liaising with other parts of the firm and with third parties to co-ordinate the implementation of client requirements. This would include lawyers, accountants, banks, insurance brokers, etc
  • Planning and organising work flow and calendars with RMs
  • Gathering information from clients, internal contacts and other providers
  • Preparation of client correspondence
  • Support ongoing client monitoring including client reviews and fee queries
  • Ensure compliance with group principles, all regulatory requirements and standards
  • Inputting, manipulating and maintaining client and prospect data

Experience

  • Educated to degree level
  • Previous experience of supporting Relationship Managers in a HNW / UHWN environment is desirable
  • Proven ability in identifying and meeting customer requirements
  • Good general knowledge of wealth management and wealth structures
  • Awareness of UK tax as it applies to UK and offshore trusts, and UK resident individuals
  • Awareness of corporate and trust structuring and the principles of corporate governance in a family setting
  • Excellent analytical and numeracy skills
  • Knowledge of relevant regulated and non-regulated products, services, and reporting requirements.
  • Ability to manage multiple projects simultaneously and deal effectively with a wide variety of different tasks

To hear more about this challenging opportunity, please contact Alex Brown on 020 7847 8878 or email alex@meredithbrown.com

Please note that due to the high volume of applicants responding to our adverts we are regrettably not able to feed back on all applications; only successful candidates will be contacted.

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