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