Marketing Manager

Clermont is an independent, values-led trust and fiduciary firm that advises and supports ultra-high net worth individuals and families with complex, cross-border needs.

They act with discretion, integrity, and a strong sense of long-term stewardship for the assets entrusted to them. Their clients include private individuals, family offices, entrepreneurs, and legal and accountancy referrers who trust the team for both strategic insight and personal service. Operating across 7 multi-jurisdictional offices, they function as a single organisation, ensuring clients benefit from local technical knowledge and cultural understanding.

They are now seeking their first marketing hire who embodies the qualities of their client-centric culture and can elevate their external presence in a way that reflects and reinforces their internal ethos.

The Opportunity

This is a newly created role for an experienced marketing and communications professional to build and lead Clermont's brand strategy and marketing function. The successful candidate will work closely with senior leadership to define and deliver a thoughtful, high-impact marketing programme that supports long-term commercial objectives while respecting the discreet, relationship-led nature of the trust and fiduciary sector.

The role combines strategic advisory and hands-on execution: developing brand identity, building thought leadership, refining key messaging, and supporting high-value relationship development. It offers the chance to be embedded in a high-performing team, influence culture, and drive growth- without compromising authenticity.

Brand Strategy & Messaging

• Lead the articulation of Clermont's brand narrative and visual identity across all channels
• Develop a values-aligned tone of voice and positioning strategy
• Ensure consistent messaging across digital and in-person touchpoints

Content, Thought Leadership & Collateral

• Plan and produce compelling, targeted content to showcase Clermont's expertise and enhance credibility with UHNW clients, legal partners, and intermediaries
• Support the team with presentation materials, pitch documents, and client communications

Internal Culture & Brand Stewardship

• Be a culture carrier for the firm, aligning internal and external communications
• Act as a connector across departments, embedding brand values into every client interaction and team engagement

Relationship-Driven Marketing

• Develop a phased annual marketing plan with clear objectives, deliverables, and ROI indicators
• Design and execute low-volume, high-quality campaigns that build long-term awareness and trust with referrers, professional partners, and clients

Person Specification

• Proven track record in a hands-on marketing role, ideally in financial or professional services
• An understanding of values-based audiences and high-trust relationship dynamics
• Excellent written and verbal communication skills with high attention to detail
• Creative, adaptable, and confident managing both strategy and execution
• Commercially astute with a collaborative approach

• Experience working in or alongside firms in wealth management, trust & fiduciary services, private banking, legal, or accountancy sectors would be beneficial but not essential

The Ideal Candidate

This individual will be a thoughtful, relationship-led marketing professional who understands the nuances of high-touch, reputation-driven business development. They should be as comfortable drafting a vision for brand evolution as they are rolling up their sleeves to deliver it. They will understand that real influence is earned over time-and that successful marketing in this sector is less about mass reach and more about creating relevance with the right few.

They will thrive in a firm that values integrity over hype, purpose over volume, and relationships over transactions.