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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 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
✨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 those 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 to see you 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
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to highlight your experience with trusts and estates. We want to see how your skills align with managing high-net-worth client relationships, so don’t hold back on showcasing your expertise!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the Senior Private Client Manager role. Share specific examples of your past successes in client management and business development.
Showcase Your Technical Skills: Since this role involves drafting complex tax advisory reports, make sure to highlight your technical skills in tax compliance and capital gains tax. We love seeing candidates who can demonstrate their knowledge in these areas!
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 ensures you don’t miss out on any important updates from our team!
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 experience in the field.
✨Showcase Your Client Management Skills
Think of examples that highlight your ability to build and maintain strong client relationships. Prepare to share how you've handled challenging situations with clients, as well as how you've contributed to their overall satisfaction and business growth.
✨Be Ready for Technical Questions
Expect questions about capital gains tax and domicile issues. Brush up on the latest regulations and be ready to explain complex concepts in a way that's easy to understand. This will show your depth of knowledge and ability to communicate effectively.
✨Demonstrate Your Business Development Mindset
Prepare to discuss how you've contributed to business development efforts in previous roles. Think about strategies you've implemented to attract new clients or retain existing ones, as this will show your proactive approach and alignment with the firm's goals.
