Private Client Trusts & Family Office Senior Manager

Private Client Trusts & Family Office Senior Manager

Full-Time 60000 - 80000 € / year (est.) No home office possible
Blick Rothenberg

At a Glance

  • Tasks: Provide expert advisory services to trusts and family offices while managing a substantial portfolio.
  • Company: Blick Rothenberg, a leading firm in Greater London with a focus on private client services.
  • Benefits: Enjoy a competitive salary, flexible hours, private medical insurance, and career coaching.
  • Other info: Great opportunity for career growth in a supportive environment.
  • Why this job: Join a dynamic team and make a real impact in the world of private client tax.
  • Qualifications: ACA or CTA qualification with strong advisory experience required.

The predicted salary is between 60000 - 80000 € per year.

Blick Rothenberg in Greater London is looking for a Private Client Tax Senior Manager to provide advisory services to clients in trusts and family offices. The role includes managing a substantial portfolio, overseeing billing, and fostering business development.

Ideal candidates will have an ACA or CTA qualification and strong advisory experience.

This position offers a competitive salary, flexible hours, and extensive benefits including private medical insurance and career coaching.

Private Client Trusts & Family Office Senior Manager employer: Blick Rothenberg

Blick Rothenberg is an exceptional employer located in the vibrant Greater London area, offering a dynamic work culture that prioritises employee well-being and professional growth. With competitive salaries, flexible working hours, and comprehensive benefits such as private medical insurance and career coaching, we empower our team to thrive both personally and professionally while making a meaningful impact in the field of private client advisory services.

Blick Rothenberg

Contact Detail:

Blick Rothenberg Recruiting Team

StudySmarter Expert Advice🤫

We think this is how you could land Private Client Trusts & Family Office Senior Manager

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 or can put in a good word for you.

Tip Number 2

Prepare for interviews by researching the company and its culture. Tailor your responses to show how your experience aligns with their needs, especially in managing portfolios and business development.

Tip Number 3

Don’t just apply anywhere; focus on companies that resonate with your values and career goals. We recommend checking out our website for tailored job listings that match your skills in trusts and family offices.

Tip Number 4

Follow up after interviews! A quick thank-you email can set you apart from other candidates. It shows your enthusiasm for the role and keeps you fresh in their minds.

We think you need these skills to ace Private Client Trusts & Family Office Senior Manager

Advisory Services
Portfolio Management
Billing Oversight
Business Development
ACA Qualification
CTA Qualification
Strong Advisory Experience

Some tips for your application 🫡

Tailor Your CV:Make sure your CV is tailored to the Private Client Trusts & Family Office Senior Manager role. Highlight your ACA or CTA qualifications and any relevant advisory experience that aligns with what we’re looking for.

Craft a Compelling Cover Letter:Your cover letter should tell us why you’re the perfect fit for this position. Share specific examples of how you've managed portfolios and contributed to business development in previous roles.

Showcase Your Soft Skills:Don’t forget to highlight your soft skills! We value strong communication and relationship-building abilities, so make sure to mention how you’ve successfully worked with clients and teams in the past.

Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and get you on our radar!

How to prepare for a job interview at Blick Rothenberg

Know Your Tax Stuff

Make sure you brush up on your knowledge of trusts and family office structures. Be ready to discuss specific tax strategies and how they apply to different client scenarios. This will show that you’re not just qualified, but also genuinely interested in the field.

Showcase Your Advisory Skills

Prepare examples from your past experience where you've successfully advised clients. Highlight your problem-solving skills and how you’ve added value to previous portfolios. This is your chance to demonstrate your advisory prowess!

Understand the Business Development Aspect

Since this role involves fostering business development, think about how you can contribute to growing the client base. Have a few ideas ready on how you could attract new clients or enhance existing relationships. It’ll show you’re proactive and forward-thinking.

Ask Insightful Questions

Prepare thoughtful questions about the firm’s approach to private client services and their future goals. This not only shows your interest in the role but also helps you gauge if the company aligns with your career aspirations.