Back to search
This role would suit someone who is comfortable with, or wants to move into, relationship management and advisory work for HNWI, perhaps moving away from a compliance--heavy role.
Day to Day Responsibilities include but not limited to:
路 Working directly with a team of managers, seniors and trainees
路 Manage confidential client relationships
路 Being a point of contact for clients
路 Working on compliance and stat reports
路 Working closely alongside the Partners in our growing Tax department
路 Taking an active role in the overall development and progression of your team, yourself and the firm
Qualifications, Experience & Skills required
路 ACCA or ACA OR CTA Qualified or on track to qualification (or equivalent) or qualified by experience
路 Experienced working with high-net-worth individuals
路 Able to communicate clearly with commercial skills, building a premium client management service
路 Able to prioritise tasks with resources in mind
路 Able to demonstrate high levels of discretion and confidentiality
路 Able to support a team by applying strong interpersonal skills and intuition
路 Forward-thinking and adaptable
________
As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.
