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Associate Director, Relationship Management, Private Clients

Job details

Location

London

Date Posted

10 May 2024

Category

Distribution

Job Type

Permanent

Job ID

Salary

£Competitive

Description

An exciting position has arisen to join a growing team at a reputable multi-family office as a Senior Relationship Manager. This is an excellent opportunity for candidates wishing to expand their network within an international client base, working across a wide range of public and private assets and join a firm in an exciting growth phase.

 

Key Responsibilities:

  • Support existing and develop new relationships with private clients.
  • Develop a complete understanding of client’s business objectivesgoals and market challenges and ensure relationship plan is consistent.
  • Educate clients on emerging trendsmarket outlooksissuesregulatory/tax changes etc.
  • Work effectively with internal stakeholders across the firm to agree objectives of planned engagement with clients.
  • Gather and review investor feedback to assess opportunities to improve client experience and satisfaction.

 

Candidate Profile:

  • Minimum 8 years’ experience working closely and building relationships with private clients.
  • CFA and/or CISI Level 6 highly desirable.
  • Excellent organisation and planning ability.
  • Strong presentation and communication (verbal and written) skills.

 

Mason Blake acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. Mason Blake is an equal opportunities employer and welcomes applications regardless of sex, marital status, ethnic origin, sexual orientation, religious belief or age.

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