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- Tasks: Support the Group MD in managing ultra-high-net-worth client relationships and business growth.
- Company: Join Clermont Trust, a prestigious independent fiduciary and family office services provider.
- Benefits: Enjoy high autonomy, fast-track education, and no ceiling on career progression.
- Why this job: Experience diverse international clients and redefine the role of a Relationship Manager.
- Qualifications: Professional qualifications in Finance, Law, or Wealth Planning are essential.
- Other info: Expect travel opportunities and a dynamic, non-bureaucratic work environment.
The predicted salary is between 43200 - 72000 £ per year.
We are working exclusively with Clermont Trust, a prestigious independent fiduciary and family office services provider, in search of a Junior Relationship Manager to work directly with their Group Managing Director. This is a unique opportunity to step into an advisory-focused, client-facing position with direct exposure to ultra-high-net-worth (UHNW) international clients. Unlike traditional trust administration roles, this position combines wealth management, tax, and legal advisory, with the expectation that the successful candidate will develop deep client relationships while also contributing to new business growth.
The Role: A Steep Learning Curve with High Rewards
As Junior Relationship Manager, you will be the No.2 to the Group MD, acting as the right-hand person and supporting key client relationships. You will gain exposure to a diverse, international client base ranging from South African entrepreneurs to Middle Eastern royalty and play a pivotal role in managing and expanding relationships.
Key responsibilities include:
- Shadowing the Group MD for the first 6-12 months, learning the 'Clermont way' and experiencing the full client cycle.
- Attending high-level client meetings, taking notes, and executing follow-up actions.
- Eventually acting as a primary client contact, delivering tailored advice on fiduciary structures, financial strategies, and wealth planning.
- Managing fee negotiations and disputes, ensuring transparent and fair client relationships.
- Overseeing the administration of complex client structures, collaborating with internal trust teams.
- Supporting business development and, over time, taking ownership of winning and onboarding new clients.
Travel: Expected (Approx. 2x Gulf, 1x North America, 1x South Africa per year). This is a billable role, and within reason, RMs are expected to be available when their clients need them.
The ideal candidate will have:
- Professional qualifications in Finance, Law, or Wealth Planning.
- High EQ, resilience, and adaptability, able to switch between vastly different client personalities and expectations.
- A commercial mindset, understanding the financial and strategic importance of a billable RM role.
- Staying power - this is a long-term opportunity with no artificial ceiling on growth.
- A desire for freedom and autonomy - Clermont is not a rigid, bureaucratic environment.
Advantages in the role:
- Work directly with industry leaders gaining a fast-track education in high-end relationship management.
- Long-term career upside - no ceiling on progression, with opportunities to build and manage your own portfolio.
- High levels of autonomy - once established, you will have the freedom to work independently and shape your role.
- An industry-leading portfolio size, providing exposure to a breadth of client relationships few RMs experience elsewhere.
- A chance to redefine the role of an RM - moving beyond administration into strategic advisory and business growth.
If you are ambitious, commercially minded, and ready for a high-expectation, high-reward role, we want to hear from you.
Contact Detail:
Murray McIntosh Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Relationship Manager - Wealth Management
✨Tip Number 1
Network strategically within the wealth management sector. Attend industry events, seminars, and workshops where you can meet professionals already working with UHNW clients. Building relationships with these individuals can provide valuable insights and potentially lead to referrals.
✨Tip Number 2
Familiarise yourself with the specific needs and expectations of ultra-high-net-worth clients. Research their common concerns regarding wealth management, tax, and legal advisory. This knowledge will help you engage in meaningful conversations during interviews and demonstrate your understanding of the role.
✨Tip Number 3
Prepare to discuss your emotional intelligence and adaptability. Given the diverse personalities you'll encounter, be ready to share examples of how you've successfully navigated challenging client interactions or adapted your approach to meet varying expectations.
✨Tip Number 4
Showcase your commercial mindset by discussing any previous experiences where you contributed to business growth or client retention. Highlighting your understanding of the financial implications of a billable role will set you apart as a candidate who is not only capable but also aligned with the company's goals.
We think you need these skills to ace Private Client Relationship Manager - Wealth Management
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in client relationship management, wealth management, or advisory roles. Use specific examples that demonstrate your ability to manage high-net-worth clients and your understanding of financial strategies.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention how your skills align with the responsibilities outlined in the job description, particularly your adaptability and commercial mindset.
Showcase Your Qualifications: Clearly outline any professional qualifications you have in Finance, Law, or Wealth Planning. If you have certifications or relevant training, make sure to include these as they are crucial for this position.
Prepare for Interviews: If selected for an interview, be ready to discuss your approach to building client relationships and managing expectations. Prepare examples of how you've successfully navigated complex client situations in the past.
How to prepare for a job interview at Murray McIntosh
✨Understand the Company Culture
Before your interview, take some time to research Clermont Trust and their approach to client relationships. Understanding their values and how they operate will help you align your answers with what they are looking for in a candidate.
✨Showcase Your Emotional Intelligence
Given the high EQ requirement for this role, be prepared to discuss situations where you've successfully navigated complex interpersonal dynamics. Highlight your adaptability and resilience when dealing with diverse client personalities.
✨Prepare for Client Scenarios
Think about potential scenarios you might face as a Junior Relationship Manager. Be ready to discuss how you would handle client meetings, fee negotiations, or disputes, demonstrating your strategic thinking and problem-solving skills.
✨Express Your Long-Term Vision
Clermont Trust is looking for candidates who are in it for the long haul. Be sure to articulate your career aspirations and how you see yourself growing within the company, showing that you are committed to building lasting client relationships and contributing to business growth.
