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Senior Relationship Management




Banking Trust

Our client is a family office that has been providing their services for over 100 years. They are looking for a new member of the team. The position reports to the local Head of Family Office International but you may work for more than one senior executive in the FOI team. This role involves close and regular interaction with clients and third parties of the Group as well as with internal departments and business units. Build and maintain long term relationships with clients which includes all forms of contact/communication with clients and their advisers. Develop and maintain relationships with internal departments/business divisions of the Group to effectively manage the clients’ affairs. Support the business development/marketing efforts of the Group. Consult with third party professionals such as lawyers, tax specialists and asset managers, and obtain their opinions pertaining to the management of the clients’ affairs. Run clients’ affairs including preparing meeting documents, analysing performance of investments, valuing investments; analysing costs. Ensure all transactions pertaining to the management of the clients’ affairs are executed timely, efficiently and accounted for correctly. Obtain in-depth knowledge of our clients, their businesses and the family dynamics, maintain the client file with meeting notes, becoming familiar with the trust deed and entity structures. Approve payments, cash management, forex transactions. You will be educated to degree level (or equivalent), hold a relevant Professional qualification (e.g. STEP, ACCA etc.) and have 3 – 5 years relevant post-qualification experience.


Key Contact

Ann Egglishaw

Senior Consultant
01534 715150
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