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.
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.
- 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 in South Cave 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
