Senior Associate – Relationship Management

30. October 2019

Our client is one of the world's leading independently owned family offices providing a range of services from long-term strategic planning and investments to day-today advice and administration on behalf of families of wealth in multiple jurisdictions around the world. They currently have an exciting role available for a Senior Associate – Relationships Management. This role involves close and regular interaction with clients and third parties of the Group as well as with internal departments and business units.

Key duties will include:
• Building and maintaining long term relationships with clients which includes all forms of contact/communication with clients and their advisers
• Developing and maintaining relationships with internal departments/business divisions of the Group to effectively manage the clients’ affairs
• Supporting the business development/marketing efforts of the Group
• Consulting with third party professionals such as lawyers, tax specialists and asset managers, and obtain their opinions pertaining to the management of the clients’ affairs
• Running clients’ affairs including preparing meeting documents, analysing performance of investments, valuing investments; analysing costs
• Ensuring all transactions pertaining to the management of the clients’ affairs are executed timely, efficiently and accounted for correctly

Qualifications and Experience
• Educated to degree level (or equivalent)
• Relevant Professional qualification (e.g. STEP, ACCA etc.)
• 3 – 5 years relevant post-qualification experience

• Advanced Microsoft Excel, Word and PowerPoint skills
• Excellent analytical and numeracy skills and a strong commercial awareness
• Solid administration skills built up within a similar high net worth environment
• Project Management Skills – must have ability to manage numerous projects simultaneously
• A sound understanding of financial markets, investment management and financial accounting gained through practical experience and / or as part of a qualification / degree
• Interpersonal skills necessary to develop deep understanding of clients’ needs
• Ability to work well within a team where emphasis is on the team rather than the individual

Competencies and Behaviours
• Schedules and manages workload effectively for self and team to ensure tasks completed on time and to the required standard; thinks ahead, sets plans to achieve goals and monitors delegated tasks at appropriate intervals
• Supports and works towards team goals, shares information, is helpful and co-operative and works effectively with colleagues outside immediate team
• Communicates in a clear and relevant manner and ensures that the message is understood; listens effectively. All written communication is well presented. Has the ability to deal effectively with all levels of staff and management within the Group as well as with sophisticated clients under circumstances that can sometimes be challenging
• Understands and satisfies client needs at all times, delivers excellent client service and takes full responsibility and accountability for all client matters including delegated tasks
• Delivers work of a high standard, output is accurate and error free and consistent
• Total confidentiality and discretion at all times

For further information please contact the Perm team on 500000.

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For more information on this role or any other permanent positions, please call the Perm Team on 01534 500000 or click the "Enquire Now" button above to request more details.

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