Junior Client Relationship Manager, Family Office
2 days ago
Junior Client Relationship Manager, Family Office Our client has an exciting opportunity for an experienced trust professional or qualified accountant to join their Family Office in the Relationship Management team located in the Isle of Man. This position reports to the Senior Client Relationship Manager, yet the successful individual may also work for multiple Directors and/or Partners within the department. This varied role involves close and regular interaction with clients, third parties associated with the organisation, as well as with internal departments and business units. Job Duties: Build and maintain long-term relationships with clients, which includes all forms of communication with clients and their advisers. Develop and maintain relationships with internal departments/business divisions to effectively manage clients’ affairs. Support business development and marketing efforts of the organisation. Consult with third-party professionals such as lawyers, tax specialists, and asset managers to obtain their opinions on managing clients’ affairs. Oversee clients’ affairs which involves preparing meeting documents, analysing investment performance, valuing investments, and analysing costs. Ensure all transactions related to managing clients’ affairs are executed timely, efficiently, and accurately accounted for. Gain in-depth knowledge of clients, their businesses, and family dynamics while maintaining client files with meeting notes and understanding trust deeds and entity structures. Approve payments, manage cash flow, and handle foreign exchange transactions. Review financial statements of client entities. Renegotiate existing loans with banks and negotiate new loans where applicable. Review contracts between client entities and third parties. Share expertise and provide technical assistance to team members on complex documentation, including reviewing and drafting where necessary. Understand and manage risks in administering structures while ensuring internal procedures are adhered to and maintained. Undertake other duties as required by management from time to time. Job Requirements: Educated to degree level (or equivalent). 1 to 3 years of relevant post-qualification experience. Advanced Microsoft Excel, Word, and PowerPoint skills. Excellent analytical, numeracy skills and strong commercial awareness. Solid administration skills developed within a similar high-net-worth environment. Project management skills with the ability to manage multiple projects simultaneously. Sound understanding of financial markets, investment management, and financial accounting gained through practical experience or as part of a qualification/degree. Interpersonal skills to develop a deep understanding of clients' needs. Ability to work effectively within a team where the emphasis is on collective achievements rather than individual success. What You’ll Love:This role offers the opportunity to play a key part in maintaining and enhancing the organisation’s reputation. The successful applicant will work in a collaborative environment with chances to further develop skills in client relationship management and financial oversight. The organisation values professional growth and provides ample opportunities for training and career development. Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists byclicking here #J-18808-Ljbffr
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Senior Client Officer
1 week ago
Isle of Man, United Kingdom Apex Group Full time**Employment Type** Permanent **Role & Key Responsibilities**: In this role, you’ll be heavily involved in our delivery for key clients for the group. You can expect in this role to: - To provide trust and company administration services, including proactive client contact in a professional manner and in accordance with regulatory requirements, service...
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Senior Family Office Administrator
2 days ago
Isle of man, United Kingdom Itchyfeet Recruitment Agency Full timeA recruitment agency in the Isle of Man is seeking an experienced Senior Administrator to join their Family Office team. This full-time position involves trust and company administration, client liaison, and maintaining compliance with regulations. Ideal candidates will have 4 to 5 years of relevant experience and be highly organized. The role offers...
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Private Banking Officer
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Isle of Man, United Kingdom Nedbank Private Wealth Full time**Private Banking Officer**: We have an excellent opportunity for a Private Banking Officer based in the Isle of Man office. job holder will be responsible for supporting the Corporate and Private Banking team to manage the requirements of existing and potential corporate and associated private clients. To work as part of a team to ensure the highest...
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Isle of man, United Kingdom Deloitte LLP Full timeAberdeen, Belfast, Birmingham, Bristol, Cambridge, Cardiff, Edinburgh, Gatwick, Glasgow, Guernsey, Ipswich, Isle of Man, Jersey, Leeds, Liverpool, London, Manchester, Milton Keynes, Newcastle, Nottingham, Port Talbot, Reading, Southampton, St Albans Business Line Enabling Functions Job Type Permanent / FTC Date published 02-Dec-2025 21481 Connect to your...
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Administrator - Client Reviews
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Isle of Man, United Kingdom JTC Group Full time**Join Team JTC where your contribution will be valued.**: **Purpose of Job**: To undertake periodic risk assessments and reviews to ensure administration is in accordance with JTC policies and procedures, contractual and regulatory obligations: **Main Responsibilities and Duties**: **Review Administration**: - Responsible for reviewing client structures in...
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Financial Crime Prevention Officer
2 weeks ago
Isle Of Man, United Kingdom IQ-EQ Full timeCompany Description - IQ-EQ is a leading Investor Services group which combines global expertise with an unwavering focus on client service delivery. We support fund managers, global companies, family offices and private clients operating worldwide. **Job Description**: We're hiring an experienced Financial Crime Prevention Officer to join the Risk &...
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Client Relationship Manager
3 days ago
The City of Brighton and Hove, Brighton and Hove, United Kingdom KMK Recruitment Full time £25,000 - £40,000 per yearWe're Hiring: Client Relationship Manager – Hove, Brighton KMK are super excited to be working with an established and well respected Wealth Management Firm in Brighton who help individuals navigate their financial journeys with confidence. A growing and dynamic team, they are looking for a dedicated professional to support their advisers and ensure a...
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Junior Account Manager- Fashion
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City Of London, United Kingdom Office Angels Full timeOverview Join Our Clients Team as a Junior Account Manager! Job Title: Junior Account ManagerLocation: West LondonSalary: 30,000- 35,000 Are you detail-oriented, proactive, and passionate about fashion? Do you thrive in a fast-paced environment and enjoy supporting client relationships and project delivery? If so, we have an exciting opportunity for you to...
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Wealth Manager
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Isle of Man, United Kingdom HSBC Full time**HSBC Wealth Manager** At HSBC, we're a trusted international organization with a sophisticated, global customer base. What does this mean for you? It means we like a challenge, we're competitive, and we're always looking for the best ways to innovate in our space and put ourcustomers first. It also means we're a total package bank with a culture that...
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Client Relationship Manager
2 weeks ago
City Of London, United Kingdom Stephenson Harwood LLP Full timeWhat we will offer If you require this document in an accessible format (e.g. large print), please contact hr.recruitment@shlegal.com We will offer you a place where you can be yourself and where there are no limits on what you can achieve. With us, you can take ownership of your career and have honest conversations throughout. You would join an ambitious...
