Junior Family Office Client Relations Specialist

Itchyfeet Recruitment Agency; Isle of Man; On-site; GBP 60,000 - 80,000; Full time

Job summary

A recruitment agency has an exciting opportunity for a Junior Client Relationship Manager in the Isle of Man. The role involves maintaining client relationships, managing client affairs, and ensuring excellent service delivery in a high-net-worth environment. The ideal candidate should have a degree and relevant experience, alongside strong analytical and interpersonal skills. Opportunities for professional growth in a collaborative setting are also offered.

Benefits

Opportunities for training and career development

Collaborative work environment

Qualifications

• 1 to 3 years of relevant post-qualification experience.
• Solid administration skills in a high-net-worth environment.
• Understanding of financial markets and investment management.

Responsibilities

• Build and maintain long-term relationships with clients.
• Oversee clients' affairs and prepare meeting documents.
• Consult with third-party professionals on client management.

Skills

Advanced Microsoft Excel skills

Excellent analytical skills

Strong commercial awareness

Interpersonal skills

Project management skills

Education

Degree level education or equivalent

Tools

Microsoft Word

Microsoft PowerPoint

Job description

A recruitment agency has an exciting opportunity for a Junior Client Relationship Manager in the Isle of Man. The role involves maintaining client relationships, managing client affairs, and ensuring excellent service delivery in a high-net-worth environment. The ideal candidate should have a degree and relevant experience, alongside strong analytical and interpersonal skills. Opportunities for professional growth in a collaborative setting are also offered.