On 20th October 2020 our client has confirmed that they are actively recruiting for this role and are receiving applications.

Senior CRM - Private Wealth

Job # 7323 | Permanent | Fund / Private Equity
A highly experience relationship manager is required to provide administration for a portfolio of complex family office structures.
Duties will include working in a small team to provide administration for a family trust structure, liaising daily with the office. You will coordinate a range of projects, ensuring that the family clients receive the highest possible standard of service. You will need experience in dealing with a range of investment types including PE, property, art and traditional investments. Additionally, you must be ICSA, STEP or ACCA qualified with at least 7 years' experience in a varied trust and company environment. This company offer an excellent benefits package including pension contributions, health insurance for yourself and dependents, discretionary bonuses and DIS.
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