Are you an experienced Trust & Corporate Services professional with a passion for managing high-value client relationships? A prestigious wealth management firm is seeking a Client Relationship Manager to oversee key client relationships, drive business growth, and deliver exceptional service.
The Role
Take ownership of a portfolio of high-net-worth clients, ensuring their needs are met with professionalism and expertise
About You
You are a seasoned professional with extensive experience in trust and company administration, committed to delivering high-quality client service
The Reward
The Role
Take ownership of a portfolio of high-net-worth clients, ensuring their needs are met with professionalism and expertise
- Manage and enhance key client relationships, acting as their trusted adviser
- Lead client meetings, provide updates, and respond to queries with clarity and confidence
- Develop new business opportunities by deepening relationships and promoting cross-selling
- Ensure compliance with regulatory and AML requirements while mitigating risk
- Oversee trust and corporate structures, preparing transactional documentation
About You
You are a seasoned professional with extensive experience in trust and company administration, committed to delivering high-quality client service
- Extensive experience in Trust & Corporate Services
- Proven track record in managing UHNW/HNW client relationships
- Strong knowledge of UK tax as it applies to UK and offshore trusts
- Expertise in corporate and trust structuring, governance, and compliance
The Reward
- Work with a highly respected and globally recognised firm
- Opportunities for career development and professional growth
- A collaborative and supportive working environment
- Competitive salary and benefits package