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Posted 11 months ago

  • Sector: Trust
  • Job Ref: 40435

Be part of a talented, highly motivated and driven team within a reputable financial services group, who continuously deliver exceptional client service levels which sets them apart from their competitors.

With offices around the globe, this independent organisation provides a great network where you can gain access to unique opportunities in other locations, to enhance your skill set, experience another culture, build your professional network and gain career progression.

In this role you will undertake a primary client relationship role with a number of significant clients including providing technical and managerial support to more junior staff. You will play an integral part in building long term, high quality relationships with clients, whilst gaining exposure to various areas of the business and contributing to the ongoing growth.

Responsibilities will include:

  • Ensuring a quality service is delivered at all times, assisting with client queries and maintaining strong client relationships 

  • Travelling to meet existing and prospective clients and nurturing business relationships

  • Acting as a Director of managed companies

  • Keeping up to date with industry changes, identifying new business opportunities 

  • Acting as a ‘B’ signatory on bank accounts 

Experience and skills required:

  • Minimum 10 years’ experience in fiduciary services, including minimum 3 years’ management experience 

  • Ideally be educated to degree level, or be a member of a relevant professional body 

  • Good technical knowledge of compliance issues and the regulatory framework

  • Strong leadership and interpersonal skills, including presentation skills

  • A proven track record in client relationship management 

  • Ability to coach staff 

If you’d like to find out more information about this opportunity, please call us on 01534 626777 or email

We are an equal opportunity employer and value diversity at all times.