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- Tasks: Manage client relationships and coordinate UK investment portfolios.
- 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 dynamic team supporting high-value investments and grow your career.
- Qualifications: Minimum 2:1 degree and 3+ years in relationship management required.
- Other info: This is a temporary role for 3-6 months with potential for 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
Albertson is a boutique legal practice providing advisory and representation services to private clients, corporate bodies and sovereign states across diverse areas of International and UK Domestic Law. Our senior lawyers are qualified in several jurisdictions and hold significant experience in the conduct of high-profile transnational matters.
We tackle complex matters, including those straddling multiple jurisdictions, legal disciplines and national borders. Our clients benefit from the firm’s immediate access to expert specialist Counsel and a multi-lingual, multi-national professional cohort that includes Trade and Commerce, Banking, Financial Services and Regulatory Authority experts, ex-UK Serious Fraud Office lawyers, financial services intelligence investigators, International Law academics and authors of UK criminal and civil law legislation in these sectors.
We are currently under instruction to support a GCC-based family office, which has recently acquired high-value assets across healthcare, real estate, global eSports, leisure and hospitality in the UK. Albertson is thus housing a Private Client Relationship Manager for a period of 3 – 6 months until the establishment of the client’s full family office in the UK.
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 you would be working with. Understanding their investment strategies and preferences will help you tailor your approach during interviews and discussions.
✨Tip Number 3
Demonstrate your analytical skills by preparing case studies or examples of how you've successfully managed client relationships or investment portfolios in the past. This will showcase your ability to handle the responsibilities outlined in the job description.
✨Tip Number 4
Stay updated on UK financial regulations and investment trends, particularly those relevant to property management and HMRC submissions. Showing that you are knowledgeable about the current landscape will set you apart from other candidates.
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 clearly outlines your motivation for applying to Albertson. Emphasise your understanding of the role and how your background aligns with their needs, particularly in managing UK investments.
Showcase Communication Skills: Since excellent verbal and written communication skills are essential for this role, ensure your application is well-structured and free of errors. Consider including a brief example of a successful client interaction or report you’ve prepared.
Highlight Relevant Qualifications: If you have any post-graduate qualifications or vocational training related to finance or law, be sure to mention these in your application. This will help demonstrate your commitment to the field and your ability to handle complex matters.
How to prepare for a job interview at Albertson Solicitors
✨Research Albertson Thoroughly
Before your interview, make sure to dive deep into understanding Albertson's values, services, and recent projects. This will not only show your genuine interest in the company but also help you tailor your responses to align with their goals.
✨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 achieve positive outcomes.
✨Showcase Your Analytical Abilities
Since the role involves handling financial information and preparing reports, be ready to discuss your analytical skills. Bring examples of how you've used data to inform decisions or present investment opportunities in previous roles.
✨Prepare Questions for the Interviewers
Having insightful questions ready shows your enthusiasm for the role and helps you assess if the company is the right fit for you. Consider asking about the future direction of the family office or how success is measured in this position.
