Business Manager, Private Clients
2 weeks ago
To support the Managing Director, Private Clients and wider business as needed with a particular focus on providing solutions to problems, improving processes, and implementing 7IM’s private client proposition. To represent PCT to the wider business and other stakeholders and drive the team forwards by providing a strong link between PCT, MD and the Executive Committee.
Responsibilities
- Support the MBR. Collating information requested by the MD to support the discussion with ExCo
- Support the Leadership team in their management of the business pipeline
- Provide meaningful and understandable solutions to problems through the use of data collection and analysis.
- Manage and execute strategic projects as delegated.
- Manage a number of projects simultaneously.
- Work proactively to deliver quality work in a timely fashion.
- Deliver concise, accurate information, solve business problems and offer solutions.
- Provide answers to PCT-related questions from internal and external stakeholders.
- Work with MD to enhance relationships with high value clients and deliver a proactive client communication strategy.
- Help to plan, prepare and deliver client forums.
- Deliver accurate and high-quality MI on the Private Client Business.
- Produce presentations on an as needed basis e.g. board updates, PCT business updates.
- Undertake any other tasks from time to time as directed by the MD and Executive Committee.
- In this role, it's essential that you consistently follow the FCA's Consumer Duty principles. You're expected to act in good faith, prevent potential harm, and actively support our customers in achieving their financial goals.
Skills
- Relationship building skills in order to rapidly establish a high level of trust with the clients, both in terms of professional and personal competence and trustworthiness.
- Capable of leading and executing projects with minimal supervision.
- Capable of keeping track of multiple projects and tasks all progressing at once.
- Ability to influence colleagues at all levels to align with the strategy of the firm & PCT.
- Ability to prioritise and meet deadlines in an efficient manner.
- Excellent written and verbal communication skills.
- A good understanding and working knowledge of Microsoft Excel.
- Proficient in the use of other Microsoft programs.
- Capable of handling and driving change.
Knowledge
- A good understanding of the asset management industry and how it works.
- A good knowledge of 7IM as a business.
- Basic understanding of financial instruments.
Qualifications
Other relevant information
- The role reports into the Managing Director, Private Clients
-
Recruitment Business Partner
7 days ago
London, United Kingdom hireful clients Full timeJob Advert Our client is looking for a dynamic and energetic individual to join their team as a Recruitment Business Partner and oversee a new internal division. With many offices in the UK, the location for this role can be flexible. As well as running and managing your own area, you will collaborate with a well-established recruitment...
-
Private Banker Uhnw Nri
1 day ago
London, United Kingdom Redstone Private Banking Full timeRedstone Private Banking Search are leaders in the global provision of search solutions for the international private banking and wealth management markets. With coverage of a wide variety of Private Banks, Boutiques, Family Offices, Wealth Managers, Fund Managers and Investment Houses, Redstone Private Banking can offer tailored search solutions in a...
-
Client Advisor
2 weeks ago
London, United Kingdom Quintet Private Bank Full time**Purpose of the Job**: Quintet Private Bank is a leading private bank in the wealth management sector; we are committed to our clients and their families, and pride ourselves on our personalised service based on a deep understanding of what clients want to achieve. Compared to others, we are small (
-
Account Management Director at Private Equity Insights
Found in: beBee S GB - 2 weeks ago
London, United Kingdom Private Equity Insights Full timeDo you thrive in a fast-paced environment where you gain tremendous responsibility? Do you want to be part of an exceptional entrepreneurial team with young, motivated, and extremely driven people? Are you curious or passionate about sales? If so, you might be our next Account Management Director.About us"Private Equity Insights is the world's leading...
-
Private Client Tax Manager
2 weeks ago
London, United Kingdom Ambition Full timeAn international accoutancy practice is continuing to grow their Private Client Tax team and are in need of an experienced Tax Manager. You will be joining a friendly and diverse team which services their clients both across the country and globally. This role will provide holistic advice to a wide range of clients. You will primarily be responsible for...
-
Private Client
Found in: beBee jobs GB - 1 week ago
London, Greater London, United Kingdom Jameson Legal Full timeWe would be keen to speak with experienced London Private Client Partners who are open to move, on their own or alongside a team, to an international law firm in the City. Our client firm does not have a private client group, and part of their confidential strategic plans is the addition of such a group to their London office. The firm sees huge potential in...
-
Private Client Manager
2 weeks ago
London, United Kingdom Pure Full timeAre you a private client specialist looking for high-quality work, yet maintaining a healthy work-life balance? My client, a leading private client practitioner, are looking for a technically capable manager to oversee their own portfolio from both a compliance and advisory prospective as well as assist with the professional development of the more junior...
-
Private Client Solicitor
Found in: beBee jobs GB - 5 days ago
London, Greater London, United Kingdom Douglas Scott Legal Recruitment Full timePrivate Client Solicitor A reputable firm based in East London are looking for a private client solicitor to join their private client team.Key Responsibilities: Provide comprehensive legal advice across various aspects of Private Client work. Independently manage and oversee cases with minimal supervision. Cultivate and maintain strong client...
-
Private Client Tax Manager
2 weeks ago
London, United Kingdom Levitate Recruitment - Accountancy and Insolvency Recruitment Specialists Full timeTEAMWORK IS AT THE HEART OF GREAT ACHIEVEMENT We have a fantastic opportunity for an experienced Private Client Tax professional to join a national accountancy practice in Central London. Working with entrepreneurial and family-owned businesses, you will join a friendly and experienced private client tax team at Manager level. The firm is recognised for...
-
Private Client Solicitor
1 week ago
London, United Kingdom RG Search Ltd Full timePrivate client Solicitor - Hybrid working West End Law firm Central London. This very established full service law firm deals with HNW clients and UHNW as well from very modern offices in the West end. My client is recruiting for Private client solicitor with around 5yrs years experience Ideally, in probate work. STEP membership would be a bonus. Wills and...
-
Private Client Solicitor
3 days ago
London, United Kingdom Service Care Solutions - Legal Full timeService Care Legal are currently recruiting for a Legal 500 Law Firm based in North London, who are seeking a Private Client Solicitor to join their growing team. This role has come about due to an increase in workload, and would suit someone who is ambitious in growing within their Private Client Legal career. This opportunity provides excellent openings...
-
Private Client Tax Manager or Senior Manager.
2 weeks ago
London, United Kingdom Creative Tax Recruitment Full timeWe have an opportunity for a Private Client Tax Senior Manager role in the city of London with a highly regarded firm that is investing in expanding its private client tax department. Our client is looking for a Private Client Tax Senior Manager to join their top-tier team, offering the chance to be a part of a growing department that provides...
-
Private Client Tax Manager
2 weeks ago
London, United Kingdom Pro Talent Full timePrivate Client Tax Manager London Top 30 Accountancy Practice The Company: Our client is a prominent UK chartered accountancy firm, ranking among the top 30in the country. Their organisation emphasises a personalised, partner-led approach, catering to a diverse client base of small and medium enterprises (SMEs), large corporations, Not for Profit...
-
Finance Manager at Private Equity Insights
2 weeks ago
London, United Kingdom Private Equity Insights Full timeFinance Manager at Private Equity Insights Do you thrive in a fast-paced environment, where you gain a tremendous amount of responsibility? Do you want to be part of an exceptional entrepreneurial team with young, motivated and extremely driven people? And are you curious or passionate about finance? If so, you might be our Finance Manager. About us ...
-
Private Client Solicitor
Found in: Whatjobs ES C2 - 5 days ago
London, United Kingdom RG Search Ltd Full timePrivate client Solicitor - Hybrid workingWest End Law firm Central London. This very established full service law firm deals with HNW clients and UHNW as well from very modern offices in the West end.My client is recruiting for Private client solicitor with around 5yrs years experience Ideally, in probate work. STEP membership would be a bonus. Wills and...
-
Private Client Solicitor
Found in: Talent UK 2A C2 - 5 days ago
London, United Kingdom RG Search Ltd Full timePrivate client Solicitor - Hybrid workingWest End Law firm Central London. This very established full service law firm deals with HNW clients and UHNW as well from very modern offices in the West end.My client is recruiting for Private client solicitor with around 5yrs years experience Ideally, in probate work. STEP membership would be a bonus. Wills and...
-
Private Client Tax Senior Manager
2 weeks ago
London, United Kingdom Creative Tax Recruitment Full timeWe have an opportunity for a Private Client Tax Senior Manager role in the city of London with a highly regarded firm that is investing in expanding its private client tax department. Our client is looking for a Private Client Tax Senior Manager to join their top-tier team, offering the chance to be a part of a growing department that provides high-level...
-
Private Clients Underwriter
19 hours ago
London, United Kingdom MW Appointments Full timeJob: Private Clients Underwriter **Salary**: £40,000 Location: Hybrid working - London/ Home An Underwriting Agency based in City of London is looking for an Underwriter to join their Private Clients team. This will be on a hybrid working basis with 3 days in London office and 2 days working from home. Main Duties: - Managing Insurance needs for a...
-
Private Client Solicitor
Found in: beBee jobs GB - 2 weeks ago
London, Greater London, United Kingdom Douglas Scott Legal Recruitment Full timeA well-established firm are looking for a Private Client Solicitor (NQ- 5 years PQE) to join their fast-growing office in Central London.Position Overview: As a Private Client Solicitor, you will be responsible for handling a diverse caseload of private client matters, including wills, trusts, estate planning, probate, and powers of attorney. You will...
-
Private Client
Found in: beBee jobs GB - 2 weeks ago
London, Greater London, United Kingdom Chadwick Nott (London) Full timePrivate Client (Cross-border) - 5 pqe +This highly ranked private client team is looking to recruit an England & Wales qualified private client lawyer with a strong grounding in cross-border international private client work gained within a ranked private client team.While language skills are not a prerequisite, fluency in an additional language would be a...