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- Tasks: Support the Group MD in managing high-profile 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 with professionals in wealth management and fiduciary services. Attend industry events or webinars where you can meet people who work in similar roles, as they might provide insights or even referrals to opportunities at Clermont Trust.
✨Tip Number 2
Research Clermont Trust thoroughly. Understand their values, client base, and the 'Clermont way' of doing things. This knowledge will help you engage in meaningful conversations during interviews and demonstrate your genuine interest in the company.
✨Tip Number 3
Develop your emotional intelligence (EQ) skills. Since the role requires managing relationships with ultra-high-net-worth clients, being able to read and respond to different personalities will be crucial. Consider taking courses or reading books on emotional intelligence.
✨Tip Number 4
Prepare for high-level client interactions by practising your communication skills. Role-play scenarios where you might need to negotiate fees or discuss complex financial strategies, ensuring you can articulate your thoughts clearly and confidently.
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. Emphasise any professional qualifications in Finance, Law, or Wealth Planning that align with the job requirements.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and the company. Mention your high emotional intelligence (EQ) and adaptability, as these are key traits for managing diverse client personalities.
Highlight Relevant Skills: In your application, focus on skills such as negotiation, strategic thinking, and business development. Provide examples of how you've successfully managed client relationships or contributed to business growth in previous roles.
Show Enthusiasm for Learning: Express your eagerness to learn the 'Clermont way' and your commitment to developing deep client relationships. Highlight your long-term career aspirations and how they align with the opportunities offered by Clermont Trust.
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
Anticipate questions that may involve hypothetical client scenarios. Think about how you would approach advising ultra-high-net-worth clients on fiduciary structures or financial strategies, and be ready to articulate your thought process.
✨Demonstrate Your Commercial Mindset
This role requires a strong understanding of the financial implications of client relationships. Be prepared to discuss how you can contribute to business growth and manage fee negotiations effectively, showcasing your strategic thinking.
