Associate Client Director - Corporate Investors

Are you a senior client service leader with the presence and gravitas to lead the room, whether that's a board meeting or a sensitive family situation? This is an opportunity to take ownership of a high-value corporate client proposition at a well-established, multi-award-winning alternative investment manager.

The Role
You'll be the most senior point of contact for corporate investors: businesses, directors and shareholders with investments of £1m or more in structured estate planning products. You'll own the end-to-end investor journey and lead the development of the corporate client service function as it grows. The role involves:
Acting as the senior relationship lead for company directors and shareholders, including attending board meetings where required
Leading the client service side of complex corporate events such as liquidations, probate, mergers and company restructures
Handling sensitive situations with care and professionalism, including bereavement
Line managing a member of the team, with a focus on performance and development
Working confidently across Sales, Operations, Legal, Compliance, Company Secretarial and Reporting teams
Owning service standards, case management and data quality for the corporate function
About You
Significant senior-level, client-facing experience within structured investments, estate planning, wealth, private banking or wider financial services
Confident and credible at board level, with the gravitas to lead the conversation.
Working knowledge of corporate structures and basic company law
Experience managing complex, sensitive client situations
A people leader with excellent communication skills and high professional standards
What's on Offer
Salary up to £85,000 plus bonus
Contributory pension
Hybrid and flexible working
Ongoing learning and development
A comprehensive benefits package
If this sounds like you, please apply or get in touch with Adam Sommerville at James George Recruitment for a confidential conversation.