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- Tasks: Manage client relationships and coordinate UK investment affairs.
- Company: Join Albertson, a boutique legal practice with a global reach.
- Benefits: Enjoy competitive salary, 25 days leave, and pension contributions.
- Why this job: Be part of a growing family office with opportunities for career progression.
- Qualifications: Requires a 2:1 degree and 3+ years in relationship management.
- Other info: Initial contract for 3-6 months with potential for long-term growth.
The predicted salary is between 36000 - 60000 £ per year.
Albertson is seeking a highly organized and personable professional in the role of Private Client Relationship Manager. The role holder will be entrusted with a broad mandate of coordinating, liaising with, and representing one of our key clients as they manage and develop their portfolio of UK investments. The role holder will act as the client’s primary point of contact in the UK, maintain overall coordination of their UK investment affairs, and support their engagement with relevant UK finance and investment stakeholders. Subject to experience, this will also include packaging and communicating investment opportunities to the client, and handling the two-way flow of analytical information.
Specific responsibilities include, but are not limited to:
- Liaison and client representation with UK investment stakeholders (e.g., property management firms) and authorities (e.g., HMRC), including relating to emerging investment interest queries.
- Management of timetables for HMRC submissions, including liaising with clients and accountants.
- Submission of up-to-date reports and financial information to wider Albertson investment team.
- Preparation of monthly reports to clients (e.g., on company balance sheets).
- Subject to qualifications, support with preparation of client company accounts.
- Subject to experience, packaging of investment opportunities from UK stakeholders, and presentation to clients.
Strong candidates will demonstrate essential skills including:
- Strong academic background (minimum 2:1 at undergraduate level)
- 3+ years of experience in relevant roles (corporate stakeholder engagement, relationship management, etc.)
- Confidence in client liaison and stakeholder engagement
- Excellent organizational skills and structured thinking
- Excellent verbal and written communication skills
- Sharp analytical abilities, especially in regards to financial information
- Team-orientation and a willingness to grow alongside the growth of the firm.
Other desirable skills include:
- Relevant post-graduate or vocational qualification
- Ability to advise on, prepare and submit client accounts
- Familiarity with investor relations in MENA contexts
- Background in corporate finance and/or private equity projects
The role contains strong opportunities to grow as the prospective family office is established. For the right candidate, natural progression of responsibilities could involve management of bespoke family office services to a broader set of clients. The package will further include the following elements:
- Competitive salary, to be negotiated based on experience (and subject to a 3-month probationary period)
- 25 days paid annual leave and UK public holidays pro rata
- Employer Pension Scheme contribution after expiry of probation period
Private Client Relationship Manager employer: Albertson Solicitors
Contact Detail:
Albertson Solicitors Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Relationship Manager
✨Tip Number 1
Network with professionals in the finance and investment sectors, especially those who have experience with UK investments. Attend industry events or webinars to connect with potential colleagues and stakeholders, as personal connections can often lead to job opportunities.
✨Tip Number 2
Familiarise yourself with the specific needs and interests of the GCC-based family office sector. Understanding their investment preferences and cultural nuances will help you stand out as a candidate who can effectively liaise with clients and stakeholders.
✨Tip Number 3
Demonstrate your analytical skills by staying updated on current market trends and financial news relevant to the UK investment landscape. Being able to discuss recent developments confidently during interviews will showcase your expertise and commitment to the role.
✨Tip Number 4
Prepare to discuss your previous experiences in relationship management and stakeholder engagement. Be ready to provide specific examples of how you've successfully managed client relationships and navigated complex financial situations, as this will highlight your suitability for the role.
We think you need these skills to ace Private Client Relationship Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in client relationship management and corporate stakeholder engagement. Use specific examples that demonstrate your organisational skills and analytical abilities.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and the company. Mention your experience with UK investments and your ability to liaise with stakeholders, emphasising your communication skills.
Highlight Relevant Qualifications: If you have any post-graduate or vocational qualifications, be sure to mention them. This is particularly important for roles that require a strong academic background and familiarity with financial information.
Showcase Your Team Orientation: In your application, illustrate your ability to work within a team and your willingness to grow alongside the firm. Provide examples of past experiences where you successfully collaborated with others to achieve common goals.
How to prepare for a job interview at Albertson Solicitors
✨Research Albertson Thoroughly
Before your interview, make sure to dive deep into Albertson's background, values, and recent projects. Understanding their approach to private client services and their work with international clients will help you tailor your responses and show genuine interest.
✨Demonstrate Your Relationship Management Skills
Be prepared to discuss specific examples from your past experience where you've successfully managed client relationships. Highlight your ability to liaise with stakeholders and how you've navigated complex situations to maintain strong connections.
✨Showcase Your Analytical Abilities
Since the role involves handling financial information and preparing reports, be ready to discuss your analytical skills. You might want to bring examples of reports or analyses you've worked on in the past to illustrate your capabilities.
✨Prepare Questions for the Interviewers
Having insightful questions ready shows your enthusiasm for the role and helps you assess if Albertson is the right fit for you. Consider asking about their expectations for the Private Client Relationship Manager or how they envision the growth of the family office.
