Are you a senior client service leader with the presence and gravitas to lead the room, whether that's a board meeting or a sensitive family situation? This is an opportunity to take ownership of a high-value corporate client proposition at a well-established, multi-award-winning alternative investment manager.
Applying for this role is straight forward Scroll down and click on Apply to be considered for this position.
The Role
You'll be the most senior point of contact for corporate investors: businesses, directors and shareholders with investments of £1m or more in structured estate planning products. You'll own the end-to-end investor journey and lead the development of the corporate client service function as it grows. The role involves:
Acting as the senior relationship lead for company directors and shareholders, including attending board meetings where required
Leading the client service side of complex corporate events such as liquidations, probate, mergers and company restructures
Handling sensitive situations with care and professionalism, including bereavement
Line managing a member of the team, with a focus on performance and development
Working confidently across Sales, Operations, Legal, Compliance, Company Secretarial and Reporting teams
Owning service standards, case management and data quality for the corporate function
About You
Significant senior-level, client-facing experience within structured investments, estate planning, wealth, private banking or wider financial services
Confident and credible at board level, with the gravitas to lead the conversation. xohmjla
Working knowledge of corporate structures and basic company law
Experience managing complex, sensitive client situations
A people leader with excellent communication skills and high professional standards
What's on Offer
Salary up to £85,000 plus bonus
Contributory pension
Hybrid and flexible working
Ongoing learning and development
A comprehensive benefits package
If this sounds like you, please apply or get in touch with Adam Sommerville at James George Recruitment for a confidential conversation.
Associate Client Director - Corporate Investors employer: JAMES GEORGE RECRUITMENT LIMITED
Join a dynamic and supportive team as a Proposal Review Analyst in a thriving organisation within the Asset Finance sector. Our company fosters a collaborative work culture that values employee growth, offering ample opportunities for professional development and advancement. Located in a vibrant area, we provide a stimulating environment where your contributions are recognised and rewarded, making it an excellent place to build a meaningful career.
Contact Details:
JAMES GEORGE RECRUITMENT LIMITED Recruitment Team
