Thomas & Dessain is seeking an experienced fiduciary professional to take ownership of a high-value client portfolio within a specialist family office team. You will manage a varied portfolio of high-net-worth clients and deliver a proactive, personalised service.
In this role you’ll oversee day-to-day client administration, maintain statutory and regulatory records, coordinate payments and distributions, prepare board packs and minutes, manage billing and support compliance, and mentor junior
Senior UHNW Client Portfolio Manager (Family Office) employer: Thomas & Dessain
At Thomas & Dessain, we pride ourselves on fostering a collaborative and dynamic work environment where meticulous professionals can thrive. Our commitment to employee growth is evident through continuous training opportunities and a culture that values precision and excellence in executing complex transactions. Located in a vibrant area, we offer competitive benefits and a supportive atmosphere that encourages innovation and teamwork, making us an exceptional employer for those seeking meaningful and rewarding careers.
