Overview
The very successful and expanding team of this Top 30 firm offer a high quality and wide ranging client base, a diverse role covering compliance review and advisory work, a collegiate atmosphere with genuine support across all levels, and plenty of scope for progression.
You will suit either someone at AM level looking to step up into a full manager role, or an existing manager looking for higher quality work, increased prospects and a strong team environment.
Responsibilities
- Own a portfolio consisting of HNW and UHNW clients, including many with international aspects, entrepreneurs and inherited wealth, individuals and family groups.
- Manage and review compliance as part of day-to-day responsibilities.
- Work with more junior team members to develop their skills.
- Involve in advisory work, with greater or lesser input from senior managers, directors and partners depending on experience and comfort level with each project.
- Develop and maintain relationships with clients, colleagues within the firm, and external third-party advisors through effective communication.
Qualifications & Requirements
- Experience level aligned to AM up to full manager level, with potential progression to director and partner as part of career development.
Additional Information
The firm is keen to support all team members and values individuals who are happy at manager level or who are looking to progress to director and partner. Interviews and/or an informal and confidential chat can be arranged at short notice and at a convenient time to suit you.