The role supports the management and development of client relationships with Family Offices, Fund Managers, and Asset Owners while ensuring high-quality engagement
Job Summary
The role supports the management and development of client relationships with Family Offices, Fund Managers, and Asset Owners while ensuring high-quality engagement.
Responsibilities include coordinating internal specialist teams for fund administration, regulatory compliance, corporate secretarial services, and tax advisory deliverables.
Success involves building trusted working relationships through regular client touchpoints, proactive communication, and maintaining accurate records of client interactions.
Matching Summary
The role supports the management and development of client relationships with Family Offices, Fund Managers, and Asset Owners while ensuring high-quality engagement.
Skills & Requirements
Must-have
Bachelor's degree in business or finance
2-3 years client relationship experience
Strong interpersonal communication skills
Organized and detail-oriented mindset
Ability to manage multiple stakeholders
Nice-to-have
Prior exposure to Family Offices
Experience with Fund Managers
Knowledge of tax structuring needs
Comfortable managing ongoing relationships
Keen to build long-term career
Key Requirements
Bachelor's degree required
2-3 years experience minimum
Background in professional services or asset management