Client Services Associate & Relationship Manager Private Equity

TWYD Co; Leeds; On-site; GBP 80,000 - 100,000; Full time

Job summary

A leading private investment firm in Leeds is seeking a Client Services Associate. This outward-facing role focuses on relationship-building, requiring candidates with over 3 years of experience in a relationship-led field. You will engage with high-net-worth individuals and establish trusted relationships. Maturity, curiosity, and strong interpersonal skills are essential. Join a growing firm that values professional engagement and discretion.

Qualifications

• 3+ years experience in a relationship-led role.
• Experience in professional services, private client or wealth management preferred.
• Maturity and curiosity in engaging with clients.

Responsibilities

• Act as a first point of contact for clients.
• Shape early conversations and identify opportunities.
• Build and maintain trusted relationships.
• Meet clients in person to foster relationships.
• Attend events and engage with communities.

Skills

Relationship-building

Client engagement

Discretion and professionalism

Job description

We are working with a highly regarded private investment and private equity firm in Leeds to appoint a Client Services Associate into a relationship-led, high-growth role.

This position sits at the centre of the firms client model and is designed for someone who enjoys building trust, meeting people and developing long-term professional relationships.

You do not need deep technical finance experience. You do need maturity, curiosity and the confidence to engage thoughtfully with founders, family business owners and high-net-worth individuals.

The Role

• Act as a first point of contact for clients
• Shape early conversations and identify opportunities
• Build and maintain trusted relationships
• Meet clients in person, often in informal settings
• Represent the firm with warmth and discretion
• Attend events and stay close to aligned communities
• Recognise when to involve senior colleagues

The role is outward-facing and relationship-driven rather than desk-based.

About You

• 3+ years experience in a relationship-led role
• Backgrounds that translate well include:
  • Professional services
  • Private client or wealth management
  • Boutique advisory or real estate
  • High-...