Private Wealth Client Relationship Manager

Ap Personnel; United Kingdom; On-site; GBP 45,000 - 65,000; Full time

Job summary

Ap Personnel is seeking a Client Relationship Manager to join the Private Wealth team of our client. You will provide efficient, timely and high-quality administration services to a growing multi-billion family trust structure, liaising daily with the large family office abroad.

In a team of six, you will support the ACDs and Client Directors, applying strong interpersonal and organisational skills to meet deadlines and KPIs, and contributing to proactive, forward-thinking workflow improvements.

Qualifications

• Experience managing trust structures.
• Strong interpersonal and communication skills.
• Proactive and able to work independently.
• Excellent organisational skills.
• Ability to meet deadlines and KPIs.

Responsibilities

• Provide efficient administration to a multi-billion family trust structure.
• Support ACDs and Client Directors in a Private Wealth team.
• Liaise daily with the family office abroad and manage communications.

Skills

Interpersonal skills

Organisational skills

Deadline-driven

KPI management

Education

STEP

CGI

ACCA

Job description

Ap Personnel is seeking a Client Relationship Manager to join the Private Wealth team of our client. You will provide efficient, timely and high-quality administration services to a growing multi-billion family trust structure, liaising daily with the large family office abroad.

In a team of six, you will support the ACDs and Client Directors, applying strong interpersonal and organisational skills to meet deadlines and KPIs, and contributing to proactive, forward-thinking workflow improvements.