Senior Private Client Manager

45000.00 - 50000.00 GBP Annual + Benefits
21 Jun 2021
19 Jul 2021
Sport & Leisure
Contract Type
Full Time
Senior Private Client Manager



Our client is currently looking for a Senior Private Client Manager to join their team, managing a book of high value clients. The Senior Private Client Manager will be focusing on building relationships and understanding the needs of clients as well as understanding how to grow the business development pipeline. The Senior Private Client Manager will have experience managing private relationship clients and some experience in business development.

Key Responsibilities of the Senior Private Client Manager

Responsible for the proactive management and administration of accounts within an assigned portfolio, including:
High quality engagement and contact with clients, including face to face meetings, networking, events, calls and via digital/social media.
Arranging visits with clients to learn, educate and understand about the work that they do with the overall aim to build and develop the client relationship.
Ensuring that client requests are dealt with in a timely and accurate manner including buying/selling investments.
Manage, process, review and authorize complex investment and grant transactions in accordance with legal, regulatory and policy frameworks, including overseeing enhanced due diligence on individuals and organizations.
Lead other client managers to perform at high levels and input to decision-making.
Identifying and contacting new business referrers clearly articulating the benefits of our clients' products to them and their clients
Identifying priority market segments ensuring that resources are allocated accordingly.
Proactive relationship management of business referrers.
Work in partnership with the Head of Private Clients to lead and drive the overall performance of the Private Client team
Be seen as an expert in your field and a trusted advisor to your clients and intermediaries within the professional services sector.

Key Experience of the Senior Private Client Manager

Proven track record of managing productive and proactive private client relationships.
Proven track record of building and managing a network of business associates who drive referrals.
Proven track record of relationship managing a portfolio of clients with complex requirements.
Proven track record of developing productive working relationships with diverse groups of stakeholders both internal and external.
Proven track record of developing and implementing effective business development strategies.
Sales skills and business development
Financial investment
Negotiating skills
Client relationship management

If you are interested in this role then please apply as directed