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Our client, a multi family office, are looking for either a STEP Diploma qualified individual, or a Chartered Accountant who would like to enhance their current skills within the Relationship Management space.
This position involves close and regular interaction with clients and third parties as well as with internal departments and business units.
The Senior Associate will build and maintain long term relationships with clients and their advisers ensuring a first class service is maintained.
Will run clients’ affairs including preparing meeting documents, analysing performance of investments, valuing investments; analysing costs
And will ensure all transactions pertaining to the management of the clients affairs are executed timely, efficiently and accounted for correctly
Relevant experience is required
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