Associate Director, Relationship Management, Private Clients

Mason Blake; London; On-site; GBP 70,000 - 90,000; Full time

Job summary

A reputable multi-family office seeks an Associate Director for Relationship Management in London. The role is crucial for developing and supporting relationships with private clients, requiring over 8 years of experience. Strong communication and organizational skills are essential for educating clients on market trends and improving client satisfaction. This permanent position offers a unique opportunity to work within a growing team in an exciting phase of expansion.

Qualifications

• Minimum 8 years’ experience working closely with private clients.
• Excellent organization and planning ability.
• Strong presentation and communication (verbal and written) skills.

Responsibilities

• Support existing and develop new relationships with private clients.
• Understand client’s business objectives and market challenges.
• Educate clients on trends and regulatory/tax changes.
• Work with internal stakeholders to agree on client engagement objectives.
• Gather feedback to improve client experience and satisfaction.

Skills

Relationship building

Client education

Communication skills

Organizational skills

Presentation skills

Job description

Associate Director, Relationship Management, Private Clients

Job details

Location

London

Date Posted

12 April 2024

Category

Distribution

Job Type

Permanent

Job ID

Description

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

Key Responsibilities:

• Supportexistingand developnewrelationshipswith private clients.
• Develop a complete understanding of client’sbusiness objectives, goals and market challenges, and ensures relationship plan is consistent.
• Educate clients onemergingtrends,marketoutlooks,issues,regulatory/tax changesetc.
• Work effectively withinternalstakeholdersacross the firm to agree objectives of planned engagement with clients.
• Gather andreviewinvestorfeedbackto assess opportunities toimproveclient experience andsatisfaction.

Candidate Profile:

• Minimum8 years’experience working closely and building relationships withprivateclients.
• 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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