At a Glance
- Tasks: Build and nurture relationships with private clients while understanding their business goals.
- Company: Reputable multi-family office in an exciting growth phase.
- Benefits: Competitive salary, diverse client base, and opportunities for professional development.
- Other info: Join a dynamic team that values diversity and equal opportunities.
- Why this job: Expand your network internationally and make a real impact in client relationships.
- Qualifications: 8+ years of experience with private clients; CFA/CISI Level 6 preferred.
The predicted salary is between 40500 - 49500 £ per year.
An exciting position has arisen to join a growing team at a reputable multi-family office as a Senior Relationship Manager.
This is an excellent opportunity for candidates wishing to expand their network within an international client base, working across a wide range of public and private assets and join a firm in an exciting growth phase.
Key Responsibilities
- Support existing and develop new relationships with private clients.
- Develop a complete understanding of client's business objectives, goals and market challenges, and ensures relationship plan is consistent.
- Educate clients on emerging trends, market outlooks, issues, regulatory/tax changes etc.
- Work effectively with internal stakeholders across the firm to agree objectives of planned engagement with clients.
- Gather and review investor feedback to assess opportunities to improve client experience and satisfaction.
- Candidate Profile
- Minimum 8 years' experience working closely and building relationships with private clients.
- CFA and/or CISI Level 6 highly desirable.
- Excellent organisation and planning ability.
- Strong presentation and communication (verbal and written) skills.
Mason Blake is an equal opportunities employer and welcomes applications regardless of sex, marital status, ethnic origin, sexual orientation, religious belief or age.
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Associate Director employer: Mason Blake
Mason Blake is an excellent employer that fosters a collaborative and innovative work culture in the heart of London. Employees benefit from comprehensive professional development opportunities, a supportive team environment, and the chance to contribute to impactful marketing initiatives that resonate with investors. With a focus on quality and continuous improvement, this role offers a rewarding experience for those looking to grow their careers in marketing operations.
