Relationship Manager

Hanover; Greater London; Presencial; GBP 70 000 - 110 000; Tempo integral

Resumo da oferta

Hanover, a London-based Multi-Family Office, is seeking a Relationship Manager to join its UHNW client team. The role focuses on coordinating client relationships, overseeing strategic projects and ensuring an exceptional client experience.

You will work closely with senior colleagues, investment professionals and external advisers to deliver investment governance, reporting and family office services, while managing complex client structures and evolving client objectives.

Qualificações

• Experience within a Multi-Family Office, private banking, wealth management, investment consulting or a related environment.
• Exposure to client relationship management, client servicing or investment-related projects.
• Experience working with sophisticated private clients and professional advisers would be advantageous.
• A strong interest in investments, capital markets and family office services.

Responsabilidades

• Develop and maintain trusted relationships with UHNW clients, their families and professional advisers.
• Act as the primary day-to-day contact for clients and coordinate the delivery of all client services.
• Lead client communications and ensure a consistently high standard of service.
• Prepare for and attend client meetings, helping to identify priorities, opportunities and actions.
• Support senior colleagues in managing complex client relationships and family structures.
• Coordinate and contribute to periodic client review meetings.
• Assist clients with a broad range of investment and family office-related matters.
• Work with colleagues across the business to help deliver solutions aligned to clients' objectives.
• Coordinate strategic projects and ensure agreed actions are implemented in a timely manner.
• Maintain oversight of client priorities and ensure services remain aligned with their evolving needs.
• Develop a thorough understanding of clients' objectives and evolving requirements.
• Work closely with the firm's investment team to translate needs into advice and solutions.
• Coordinate communications between clients, investment professionals and external advisers.
• Oversee the preparation and delivery of consolidated reporting and meeting materials.
• Review reporting packs ahead of client meetings and ensure accuracy.
• Help clients navigate complex investment arrangements involving multiple managers, custodians and asset classes.
• Oversee the onboarding of new clients and associated structures.
• Coordinate account openings, due diligence requirements and implementation activities with operations and compliance teams.
• Ensure new client relationships are established efficiently and to the highest standard.
• Support the implementation of new client structures, mandates and service arrangements.
• Work closely with investment professionals, accountants, lawyers, trustees and other advisers.
• Coordinate multiple stakeholders on behalf of clients to ensure objectives are delivered effectively.
• Contribute to the ongoing development of the firm's client proposition and service offering.

Conhecimentos

Relationship management

Communication

Project management

Organisational skills

Stakeholder management

Attention to detail

Descrição da oferta de emprego

Location: London

The Opportunity

Our client is a leading Multi-Family Office seeking a Relationship Manager to join its London-based team.

This is a broad, client-facing role supporting Ultra High Net Worth individuals, families and associated structures. The successful candidate will be responsible for coordinating client relationships, overseeing strategic projects and ensuring the delivery of an exceptional client experience.

Working closely with senior colleagues, the firm's investment team and external advisers, the role offers exposure across investment strategy, governance, manager selection, consolidated reporting and broader family office services. The focus of the role is on understanding clients' objectives, coordinating advice and ensuring the seamless delivery of services across the firm's specialist teams.

Key Responsibilities

Relationship Management:

• Develop and maintain trusted relationships with UHNW clients, their families and professional advisers.
• Act as the primary day-to-day contact for clients and coordinate the delivery of all client services.
• Lead client communications and ensure a consistently high standard of service.
• Prepare for and attend client meetings, helping to identify priorities, opportunities and actions.
• Support senior colleagues in managing complex client relationships and family structures.

Client Reviews & Strategic Projects:

• Coordinate and contribute to periodic client review meetings.
• Assist clients with a broad range of investment and family office-related matters.
• Work with colleagues across the business to help deliver solutions aligned to clients' objectives.
• Coordinate strategic projects and ensure agreed actions are implemented in a timely manner.
• Maintain oversight of client priorities and ensure services remain aligned with their evolving needs.

Investment & Reporting Coordination:

• Develop a thorough understanding of clients' objectives, priorities and evolving requirements.
• Work closely with the firm's investment team to ensure client needs are translated into appropriate advice and solutions.
• Coordinate communications between clients, investment professionals and external advisers.
• Oversee the preparation and delivery of consolidated reporting and meeting materials.
• Review reporting packs ahead of client meetings and ensure information is accurate, relevant and presented clearly.
• Help clients navigate complex investment arrangements involving multiple managers, custodians and asset classes.

Client Onboarding & Implementation:

• Oversee the onboarding of new clients and associated structures.
• Coordinate account openings, due diligence requirements and implementation activities with operational and compliance teams.
• Ensure new client relationships are established efficiently and to the highest standard.
• Support the implementation of new client structures, mandates and service arrangements.

Stakeholder Management:

• Work closely with investment professionals, accountants, lawyers, trustees and other advisers.
• Coordinate multiple stakeholders on behalf of clients to ensure objectives are delivered effectively.
• Contribute to the ongoing development of the firm's client proposition and service offering.
• Help drive a seamless and consistent client experience across all aspects of the business.

Candidate Profile

The successful candidate is likely to have built a strong foundation within a Multi-Family Office, investment consultancy, private bank or wealth management business and be looking for an opportunity to take on broader responsibility across client relationship management, investment oversight and family office services.

Experience

• Experience within a Multi-Family Office, private banking, wealth management, investment consulting or a related environment.
• Exposure to client relationship management, client servicing or investment-related projects.
• Experience working with sophisticated private clients and professional advisers would be advantageous.
• A strong interest in investments, capital markets and family office services.

Skills & Attributes

• Excellent relationship management and communication skills.
• Strong organisational and project management abilities.
• High attention to detail and a commitment to delivering exceptional client service.
• Able to manage multiple priorities and stakeholders effectively.
• Commercially minded with the ability to understand client needs and coordinate appropriate solutions.
• Professional, proactive and solutions-oriented approach.
• Strong written and verbal communication skills.