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Providing complex investment advice to existing and new HNW/UHNW clients, and the development and ongoing management of high profile client relationships to ensure performance in line with their stated goals. Private Client Relationship Manager/Director. You will have a solid and stable background a

We’re now looking for a Client Relationship Manager to help firms get maximum value from this platform, ensuring they adopt it fully, remain engaged, and continue growing their use of it over time. Proactively re-engage clients showing early signs of disengagement. Host client meetups and attend o

Stafforce Carlisle are currently recruiting for a Compliance and Client Relationship Consultant for a business working in the renewable energy sector.

Providing complex investment advice to existing and new HNW/UHNW clients, and the development and ongoing management of high profile client relationships to ensure performance in line with their stated goals. You will have a solid and stable background as a private client discretionary relationship/

We’re now looking for a Client Relationship Manager to help firms get maximum value from this platform, ensuring they adopt it fully, remain engaged, and continue growing their use of it over time. You’ll act as a trusted partner to a portfolio of financial services clients, identifying ways to

Evidence of managing a small client relationship or part of a major client relationship. Attend and minute client board meetings and shareholders meetings. Assist with billing information for clients.

This role is all about nurturing client relationships, dealing with brokers and existing clients. Client Relationship Manager £37. Develop existing client relationships with partners, spotting opportunities for growth.

This position administers a limited portfolio of Fund structures in conjunction with the Senior Client Relationship Manager. Develop and maintain the Operational Procedures Manuals and ISAE checklist templates for client relationships. Attend and minute client board meetings and shareholders meeting

You will play a pivotal role in supporting Portfolio Managers and their clients, ensuring seamless service and precision across all touchpoints. Partnering with Investment Managers on client interactions, diaries, and meeting preparation. HNW clients and intermediaries.

Evidence of managing a major client relationship. Manage the administration of clients’ affairs within a team, incorporating the compliance requirements of the team. Co-ordinate billing of team’s clients.

Our client is looking to recruit an experienced Client Relationship Manager to administer a number of corporate services structures whilst effectively managing key client relationships. The Client Relationship Manager will be required to coordinate all company secretarial matters, will coordinate le