Family Office Relationship Manager


We require a Relationship Manager to join our Family Office team. The postholder will be responsible for the relationship management and relationship development of The Family Office, whilst supporting the Head of the department.

Key Accountabilities

  • Work closely with the Head of The Family Office to support new business acquisition
  • Leading pitch meetings, presenting to clients and introducers, and follow through with new business leads
  • Manage and develop client relationships, evaluate their needs and recommending solutions
  • Maximise client engagement and retention through proactive and regular communication
  • First point of contact for the Head of The Family Office, when they are unavailable
  • Liaison with clients and contacts, meeting and greeting
  • Attending client entertainment evenings where appropriate
  • Project work as required
  • Generating strategic ideas to develop and advance The Family Office client offering
  • Line Management of the Family Office Administrator

Competencies / Skillset

  • Getting things done
  • Communication & Sharing Knowledge
  • Customer Service
  • Effectiveness & Adaptability
  • Team Working
  • Leadership
  • Excellent organisational and project management skills
  • High attention to detail
  • Able to meet with prospective clients, and introducers to promote the services of The Family Office
  • Business development and business acquisition skills
  • Able to maintain confidentiality at all times

Qualifications / Experience Required

  • Educated to degree level or equivalent is preferred
  • Previous experience of working with HNW or UHNW clients
  • Previous experience of working within a Family Office environment
  • Previous experience of working in Financial Services

Contractual Hours

9.00am – 5.30pm, Monday to Friday

However flexibility will be required to work later on occasions, such as when attending/hosting client events

Get In Touch

Please send a CV and covering letter to [email protected] with the subject title of the role you are applying for.
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