Associate Director, Relationship Management, Private Clients

Location

London

Date Posted

12 April 2024

Category

Distribution

Job Type

Permanent

Job

An exciting position has arisen to join a growing team at a reputable multi-family office
as aSenior Relationship Manager. This is an excellent opportunity for candidates wishing to expand their network within aninternational client base, working across a wide range of public and private assets and join a firm in an exciting growth phase.

Key Responsibilities:

• Supportexistingand developnewrelationshipswith private clients.
• Develop a complete understanding of client’sbusiness objectives, goals and market challenges, and ensures relationship plan is consistent.
• Educate clients onemergingtrends,marketoutlooks,issues,regulatory/tax changesetc.
• Work effectively withinternalstakeholdersacross the firm to agree objectives of planned engagement with clients.
• Gather andreviewinvestorfeedbackto assess opportunities toimproveclient experience andsatisfaction.

Candidate Profile:

• Minimum8 years’experience working closely and building relationships withprivateclients.
• Excellent organisation and planning ability.
• Strong presentation and communication (verbal and written) skills.

Mason Blake acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. Mason Blake is an equal opportunities employer and welcomes applications regardless of sex, marital status, ethnic origin, sexual orientation, religious belief or age.