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- Tasks: Manage high-net-worth client relationships and provide expert tax advisory services.
- Company: Leading tax and business advisory firm in Greater London.
- Benefits: Hybrid working options and a comprehensive benefits package.
- Why this job: Join a dynamic team and make a real impact on clients' financial success.
- Qualifications: Strong expertise in trusts and estates with excellent client management skills.
- Other info: Opportunity for professional growth in a supportive environment.
The predicted salary is between 48000 - 72000 £ per year.
A leading tax and business advisory firm in Greater London seeks an experienced professional to manage high-net-worth client relationships. In this role, you will review annual compliance cycles for trusts, draft complex tax advisory reports, and provide guidance on capital gains tax and domicile issues.
The ideal candidate has strong expertise in trusts and estates, excels in client management, and contributes to business development efforts. This position offers hybrid working options and a comprehensive benefits package.
Senior Private Client Manager – Trusts & Family Office in London employer: Blick Rothenberg
Contact Detail:
Blick Rothenberg Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Private Client Manager – Trusts & Family Office in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry and let them know you're on the lookout for opportunities. You never know who might have a lead on a Senior Private Client Manager role or can introduce you to someone at a leading firm.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of trusts and estates. Be ready to discuss your experience with high-net-worth clients and how you've navigated complex tax advisory situations. We want you to shine!
✨Tip Number 3
Showcase your client management skills! During interviews, share specific examples of how you've built and maintained relationships with clients. This is key for a role focused on managing high-net-worth client relationships.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Senior Private Client Manager – Trusts & Family Office in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience with trusts and estates, as well as your client management skills. We want to see how your background aligns with the role of Senior Private Client Manager.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about working with high-net-worth clients and how you can contribute to our business development efforts. Keep it engaging and relevant!
Showcase Your Expertise: When detailing your experience, focus on specific examples where you've successfully navigated complex tax advisory issues or managed compliance cycles. We love seeing real-world applications of your skills!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates!
How to prepare for a job interview at Blick Rothenberg
✨Know Your Trusts Inside Out
Make sure you brush up on your knowledge of trusts and estates. Be prepared to discuss specific cases or scenarios where you've successfully managed high-net-worth clients, as this will demonstrate your expertise and confidence in the subject matter.
✨Showcase Your Client Management Skills
Think of examples that highlight your ability to build and maintain strong client relationships. Prepare to share stories about how you've navigated complex client needs or resolved issues, as this will show your potential employer that you're a pro at client management.
✨Be Ready for Technical Questions
Expect questions around capital gains tax and domicile issues. Brush up on the latest regulations and be ready to explain how they impact your clients. This will not only show your technical knowledge but also your commitment to staying updated in the field.
✨Demonstrate Business Development Acumen
Think about ways you've contributed to business development in previous roles. Whether it's through networking, identifying new opportunities, or enhancing service offerings, be ready to discuss how you can bring value to their firm in this area.
