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    Senior Associate | Relationship Management

    As a Relationship Manager you will have regular interaction with clients and third parties of a leading independently owned family office.

    Key responsibilities will include:

    • Building and maintaining long term relationships with clients
    • Supporting the business development and marketing of the Group
    • Consulting with third parties such as Lawyers, tax specialists and asset managers
    • Preparing meeting documents
    • Analysing performance of investments and analysing costs
    • Reviewing financial statements and contracts
    • Renegotiating existing/new loans with banks

    Experience and skills required:

    • Educated to degree level or equivalent
    • Hold a professional qualification, such as STEP or ACCA
    • 3-5 years post qualified experience
    • Project management skills
    • Excellent analytical and numeracy skills
    • Solid understanding of financial markets, investment management and financial accounting

    If you’d like to find out more information about this opportunity, please call us on 01534 626777 or email jobs@rowlands.co.uk

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

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    Senior Associate | Relationship Management
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