At a Glance
- Tasks: Engage with high-net-worth clients and manage investment opportunities in a dynamic private equity environment.
- Company: Established private equity firm in London's vibrant West End, focused on innovative market strategies.
- Benefits: Hybrid work model, competitive salary, and opportunities for professional growth.
- Why this job: Join a high-touch client team and make a real impact from day one.
- Qualifications: Experience in wealth management or private equity, with strong client relationship skills.
- Other info: Fast-paced environment with significant responsibility and career advancement potential.
The predicted salary is between 36000 - 60000 £ per year.
A well-established London-based private equity investment firm is looking to hire two individuals into its Client function. The firm focuses on private market investments across equity and debt strategies and works closely with HNW and UHNW individuals, family offices and sophisticated private investors. Both roles sit within a growing, lean, high-touch client team, working closely with senior leadership, compliance and marketing. The environment offers strong client exposure and meaningful responsibility from day one.
Role 1: Client Executive
This role is suited to someone with approximately 2–5 years’ experience within a wealth manager, private bank, private equity firm or investment platform, or other, supporting HNW/UHNW client relationships. Responsibilities include:
- Assisting with day-to-day client servicing and responding to investor queries
- Supporting capital raises and distribution of new investment opportunities
- Managing onboarding processes and ensuring robust KYC within an FCA-regulated framework
- Coordinating client communications, events and seminars
- Working closely with senior team members to ensure a high-quality client experience
This would suit someone currently in an Associate or junior RM support role looking to step into a more direct private markets environment with increased exposure to investors.
Role 2: Client Manager
This position is aimed at someone with roughly 5–8 years’ experience in a client-facing role within a wealth manager, private bank, private equity firm or investment platform, or other. Responsibilities include:
- Leading relationships with HNW/UHNW investors and family offices
- Taking an active role in capital raising discussions and allocation conversations
- Driving new client development and converting inbound leads
- Acting as a key point of contact throughout fundraise cycles
- Working cross-functionally with compliance, marketing and senior partners
- Contributing to broader client strategy and business development efforts
Client Executive/ Manager employer: Bruin
Contact Detail:
Bruin Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Executive/ Manager
✨Tip Number 1
Network like a pro! Get out there and connect with people in the private equity space. Attend industry events, join relevant online forums, and don’t be shy about reaching out to potential contacts on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for those interviews! Research the firm thoroughly and understand their investment strategies. Be ready to discuss how your experience aligns with their needs, especially when it comes to managing HNW/UHNW client relationships. Confidence is key!
✨Tip Number 3
Showcase your soft skills! In client-facing roles, communication and relationship-building are crucial. During interviews, share examples of how you've successfully managed client expectations or resolved conflicts. This will set you apart from other candidates.
✨Tip Number 4
Don’t forget to apply through our website! We’re always on the lookout for passionate individuals who want to make a difference in the private equity world. Your next big opportunity could be just a click away!
We think you need these skills to ace Client Executive/ Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the role of Client Executive/Manager. Highlight your experience with HNW/UHNW clients and any relevant skills that match the job description. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about private equity and how your background aligns with our firm's focus. Keep it engaging and personal – we love to see your personality come through!
Showcase Relevant Experience: In your application, be sure to showcase any experience you've had in client servicing or capital raising. We’re looking for candidates who can hit the ground running, so let us know how you've successfully managed client relationships in the past.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates. Plus, it shows us you’re keen to join our team!
How to prepare for a job interview at Bruin
✨Know Your Client Base
Familiarise yourself with the types of clients the firm works with, especially HNW and UHNW individuals. Understand their needs and preferences, as this will help you demonstrate your ability to build strong relationships during the interview.
✨Showcase Relevant Experience
Be ready to discuss your previous roles in wealth management or private equity. Highlight specific examples where you've successfully managed client relationships or contributed to capital raises, as this will show you have the right background for the position.
✨Prepare for Technical Questions
Brush up on your knowledge of KYC processes and FCA regulations, as these are crucial in the role. Being able to confidently discuss compliance and regulatory frameworks will set you apart from other candidates.
✨Engage with the Team
Since the role involves working closely with senior leadership and cross-functional teams, be prepared to discuss how you collaborate with others. Share examples of how you've worked effectively in a team setting to enhance client experiences.