Senior UHNW Client Portfolio Manager (Family Office)

Thomas & Dessain; United Kingdom; On-site; GBP 65,000 - 100,000; Full time

Job summary

Thomas & Dessain is seeking an experienced fiduciary professional to take ownership of a high-value client portfolio within a specialist family office team. You will manage a varied portfolio of high-net-worth clients and deliver a proactive, personalised service.

In this role you’ll oversee day-to-day client administration, maintain statutory and regulatory records, coordinate payments and distributions, prepare board packs and minutes, manage billing and support compliance, and mentor junior

Qualifications

• At least four years’ experience administering UHNW or family office clients.
• Three years managing own portfolio.
• Strong technical knowledge.
• Commitment to exceptional client service.

Responsibilities

• Oversee day-to-day client administration.
• Maintain statutory and regulatory records.
• Coordinate payments and distributions.
• Prepare board packs and minutes.
• Manage billing and support compliance requirements.
• Mentor junior colleagues.

Skills

Portfolio management

UHNW experience

Family office

Client service

Regulatory knowledge

Job description

Thomas & Dessain is seeking an experienced fiduciary professional to take ownership of a high-value client portfolio within a specialist family office team. You will manage a varied portfolio of high-net-worth clients and deliver a proactive, personalised service.

In this role you’ll oversee day-to-day client administration, maintain statutory and regulatory records, coordinate payments and distributions, prepare board packs and minutes, manage billing and support compliance, and mentor junior