Client Relationship Manager (Isle of Man)

Relationship Management
To £85,000 + Benefits + Bonus
Isle of Man
Hybrid Working Model

THE COMPANY
They are a highly regarded financial services firm that manages and advises on over £150bn of assets on behalf of private clients, institutions, family offices and intermediaries from the UK and overseas. With over 1000 employees in multi jurisdictions, they have a leading reputation within their fields of expertise. They now have a new role for an individual wishing to work in a team with responsibility for the management of key family office client relationships within an established family office business. The role will grow long-term relationships with existing clients and new clients alike. You will deal with all aspects of administration of multi-jurisdictional trusts and companies and ensure that you provide excellent service to clients. This role is only open to candidates who do not require a Visa to work in the Isle of Man.

QUALIFICATIONS AND EXPERIENCE

• Proven experience in managing UHNW/HNW clients.
• Proven experience in trust and company administration, with excellent technical skills.
• Proven ability in identifying and meeting client requirements.
• Good knowledge and understanding of UK tax as it applies to UK and offshore trusts, and UK resident individuals.
• Good knowledge of corporate and trust structuring and the principles of corporate governance in a family setting.
• A background in financial services and a good understanding of the requirements of operating within a regulated framework.
• A minimum of 5 years’ experience in the financial services industry and 5 years in a client relationship management role.
• Demonstrate technical knowledge and understanding of transactions demonstrating commercial acumen.

THE ROLE
Reporting to the Head of Family Office, some of the key role responsibilities include:

• Responsible for a number of key client relationships, ensuring excellent quality service and also assisting in growth and profitability.
• Maintaining, servicing and enhancing relationships with the clients and executive team in their family office. This includes, but is not limited to, attending meetings with clients and interested parties, providing information, answering ad-hoc queries and providing various updates verbally as well as by written communication.
• Expanding relationships and service offerings to existing clients.
• Actively engaging in business development activities to grow assets under management from existing and new clients.
• Identifying and promoting cross selling opportunities across the rest of the Group.
• Deliver new business from existing and new clients as per your annual targets.
• Maintain up to date records of all new business activities via the system to enable accurate and timely MI reporting.
• Provide technical assistance, ensuring deadlines are met, coaching and mentoring less experienced members of staff, ensuring client services is of the highest level.
• Manage and maintain an awareness of the workflow within your client portfolio and as necessary provide guidance on prioritising to junior members of the team.
• Liaising with clients and intermediaries in relation to different transactions, preparation of all relevant transactional documentation.
• Manage, oversee and or participate in ad-hoc projects as required.