At a Glance
- Tasks: Manage high-net-worth clients and deliver top-notch advisory services.
- Company: Join a growing professional services firm with a focus on private clients.
- Benefits: Competitive salary, flexible hours, generous leave, and health insurance.
- Other info: Enjoy regular social events and extensive learning opportunities.
- Why this job: Make a real impact while working with elite clients in a dynamic environment.
- Qualifications: Strong experience in private client tax and excellent relationship management skills.
The predicted salary is between 66000 - 75000 € per year.
An exciting opportunity has arisen for an experienced Private Client Manager to join a well-established and growing professional services firm. This role sits within a specialist Private Client team, supporting a diverse portfolio of high-net-worth individuals, trusts, estates and family office clients. The successful candidate will play a key role in delivering high-quality advisory and compliance services while managing client relationships and supporting junior team members.
THE ROLE
- Managing your own portfolio of high-net-worth private clients, including trustees and executors, acting as their primary point of contact.
- Overseeing and reviewing the annual compliance cycle, including trust and estate accounts and tax returns.
- Drafting detailed and complex tax advisory reports for review by Directors and Partners.
- Advising clients on a range of private client tax matters, including Capital Gains Tax (CGT), Inheritance Tax (IHT), domicile and residence issues, and the use of trust and company structures.
- Working closely with Senior Managers, Directors and Partners on complex assignments where required.
- Supporting business development activities, including assisting with proposals and client relationship development.
- Identifying tax planning opportunities for clients and contributing to marketing and networking initiatives.
CANDIDATE PROFILE
- Strong experience within private client tax, ideally in a professional practice environment.
- Confident managing client relationships and acting as a key point of contact.
- Strong technical knowledge across CGT, IHT and trust structures.
- Experience working with senior stakeholders and contributing to advisory projects.
- Commercially minded with an interest in business development.
SALARY AND BENEFITS
- £66,000 - £75,000 pa.
- 25 days annual leave increasing with service.
- Flexible hours of work.
- Excellent pension scheme.
- Private medical insurance.
- Life assurance (x4 pensionable salary).
- Extensive learning and development opportunities.
- Employee benefits portal including vouchers and cashback on everyday purchases.
- Regular social events!
- Payment of one professional subscription per annum.
- Enhanced parental and family leave.
CONTACT
Reach out to Lisa Grimes for a confidential discussion.
Private Client Manager (Trusts and Family Office) employer: The Language Business
Join a dynamic and supportive professional services firm that values its employees and fosters a collaborative work culture. With a hybrid working model in the heart of Central London, you will enjoy a competitive salary, generous benefits, and ample opportunities for personal and professional growth. Our commitment to employee development, alongside regular social events, makes this an exceptional place to build a rewarding career while managing a diverse portfolio of high-net-worth clients.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Manager (Trusts and Family Office)
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant online forums, and don’t be shy about reaching out to professionals on LinkedIn. We all know that sometimes it’s not just what you know, but who you know that can land you that dream job.
✨Show Off Your Skills
When you get the chance to meet potential employers, make sure to highlight your expertise in private client tax and your experience with high-net-worth individuals. We want to see you confidently discussing your past projects and how you’ve added value to your clients. It’s all about showcasing what makes you the perfect fit!
✨Prepare for the Interview
Do your homework before any interview! Research the company, understand their values, and be ready to discuss how your skills align with their needs. We recommend practising common interview questions and preparing some thoughtful questions of your own to show your genuine interest.
✨Apply Through Our Website
Don’t forget to apply through our website for the best chance at landing the role! We’re always on the lookout for passionate candidates who are eager to join our team. Plus, it’s a great way to ensure your application gets the attention it deserves!
We think you need these skills to ace Private Client Manager (Trusts and Family Office)
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your expertise in private client tax and any relevant achievements that showcase your ability to manage high-net-worth clients.
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 Private Client Manager role. Mention specific experiences that relate to managing client relationships and your technical knowledge of CGT and IHT.
Showcase Your Soft Skills:Don’t forget to highlight your interpersonal skills! As a key point of contact for clients, your ability to communicate effectively and build relationships is crucial. Share examples of how you've successfully managed client interactions 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 about the hiring process!
How to prepare for a job interview at The Language Business
✨Know Your Stuff
Make sure you brush up on your knowledge of private client tax, especially around CGT and IHT. Be ready to discuss specific cases or scenarios where you've successfully managed client relationships or provided tax advice.
✨Showcase Your Experience
Prepare examples from your past roles that highlight your experience in managing high-net-worth clients and overseeing compliance cycles. Use the STAR method (Situation, Task, Action, Result) to structure your responses.
✨Demonstrate Your Commercial Mindset
Think about how you can contribute to business development. Be prepared to discuss any ideas you have for identifying tax planning opportunities or enhancing client relationships. This shows you're not just about the numbers but also about growth.
✨Engage with the Interviewers
Remember, interviews are a two-way street! Prepare thoughtful questions about the firm's approach to client management and their expectations for the role. This will show your genuine interest and help you assess if it's the right fit for you.
