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Associate Relationship Management

An exciting career opportunity to join one of the world’s leading independently owned family offices, providing a range of services from long-term strategic planning and investments to day-to-day advice and administration.

You will liaise closely and regularly with all members of the Family Office (FO) Team, Accountants, Compliance Officers and various external business contacts (including banks, investment houses, lawyers, external accountants and property managers/estate agents).

Responsibilities will include:

  • Communicating with third party service providers
  • Dealing with client take on and entity formation/termination
  • Assisting with KYC/CDD, collating information and inputting for client take on
  • Formation and termination of trusts, companies and foundations in any jurisdiction
  • Assisting with client meeting preparations
  • Drafting resolutions relating to payments and settlements
  • Assisting with drafting loan agreements, powers of attorney and facility documentation
  • Preparing various forms including payment requests, investment recommendations and bank account opening forms
  • Assisting Directors, Senior Associates and other Associates in investment reviews

Experience and skills required:

  • Ideally studying towards STEP certificate, STEP certificate qualified or just moving into the STEP Diploma
  • Experience in the offshore and/or onshore financial services industry
  • Advanced Microsoft Excel and Word plus basic PowerPoint skills
  • Excellent administration experience

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.

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Associate Relationship Management
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