Client Relationship Manager

  • Location

    London, England

  • Sector:

    Operations & Middle Office

  • Job type:


  • Salary:

    Holiday, pension, bonus

  • Contact:

    Ronnie McClughen

  • Contact email:


  • Job ref:


  • Published:

    9 months ago

  • Startdate:


Our client, a leading Independent Wealth Management company are currently looking to recruit a Client Relationship Manager (CRM) to join their London office based in Mayfair. The role reports directly to a senior manager and is part of a team with a large portfolio of clients/structures. Main responsibilities will include;

  • Incorporation, domiciliation and management of national and international companies and trusts
  • Implementation/execution of complex financial/commercial transactions and set up of structures
  • Providing first point of contact with important and high net worth clients and suppliers
  • Assisting in the set-up of companies in line with current national and international legislations
  • Ensuring that all client financials are up to date and accessible to fellow members of the team at all times
  • Provision of family office services to clients
  • Dealing with new business leads and necessary follow ups
  • Management of client bank accounts, performing any required money transfers, payments and related transactions in a number of currencies
  • Providing billing support and debt collection when required as well as regular forecasts and proposals for income collection
  • Support in the drafting of legal documents and letters relating to client transactions
  • Regular contact with third parties, banks, solicitors, agents, etc
  • Providing support and expertise to other members of the team
  • Supporting Partners or Board Member in a range of duties, as requested on a day to day basis

To be considered for this position, ideal candidates must have the following experience/skills;

  • Previous experience in a Trust Company or a Multifamily Office
  • 2:1 university degree in Economics, Finance or Law or a professional equivalent
  • Accountancy and legal background and knowledge
  • Experience of working in an international and fast paced environment, preferably specialised in international tax or law
  • Good commercial sense and business acumen
  • Familiar with profit and loss statements and budgeting
  • Ability to discuss with the seniors in both operational and representative activities
  • Strong communication and organisation skills
  • Ability to work accurately, efficiently and independently
  • Excellent attention to detail and ability to work under pressure on multiple projects to meet deadlines
  • Ability to maintain client confidentiality and handle very sensitive information
  • Adaptable and problem solving mentality, with confidence to ask questions and/or seek solutions when required;
  • Good interpersonal skills, with the ability to form lasting relationships with clients and colleagues
  • Ability to remain firm yet polite and professional when dealing with difficult client related issues
  • Flexible work ethic
  • Fluent in English and Italian, other languages are a plus
  • Excellent MS Office skills to include Word, PowerPoint and Excel

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