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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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