Client Manager – UHNW/HNW Clients, Private Market Investments

Bruin Financial

London
Permanent
Full-time

30 days ago
Apply easily

I have partnered exclusively with my client, an established and growing Private Equity/ Alternative Investments Business who are seeking to onboard a Client Manager into their Private Clients Management team. This full-time role involves delivering a professional client service to Private/ UHNW clientele, managing existing relationships, and actively contributing to fund raises. Reporting to the Client Director, the successful candidate will play a pivotal role in building and maintaining strong client relationships.Responsibilities:– Manage existing client relationships, including face-to-face meetings and addressing queries.– Participate in client seminars and events to strengthen relationships with clients.– Contribute to the business strategy for client management.– Build new relationships, convert leads, and ensure a smooth onboarding process for newly registered clients.– Oversee accurate and robust KYC processes for new clients, promptly addressing any issues or risks.– Lead the distribution of new Private Equity and Alternative investment opportunities to clients.– Develop close working relationships with internal teams, including client services, marketing, and compliance.– Network and build business relationships with external connections.Skills & Knowledge Requirements:– Experience in Client Management/Relationship roles, preferably with a focus on private HNW/UHNW individuals and family offices.– Track record of building a client base and forming lasting business relationships.– Strong communication skills (verbal and written).– Ability to work effectively under pressure and meet deadlines.– Strong organisational skills, flexibility, and adaptability.– Understanding of FCA Regulatory framework.– Experience and understanding of Private Equity/Alternative instruments, funds, and property investment areas (desirable, not essential).To apply, please follow the link and/or send your cv to Harry.Miller@Bruinfinancial.com.Bruin recognises the positive value of diversity, and aims to promote equality and challenge unfair discrimination. As a champion of equal opportunity employment we welcome applications from all suitably qualified persons – men and women, people of all ages, sexual orientations, nationalities, religions and beliefs. We particularly encourage applications from women, disabled, and Black, Asian and minority ethnic candidates as these groups are underrepresented throughout the financial services industry. Our clients work with us because they value a diverse workforce, and subscribe to our shared principle that all appointments are made on merit and that ability to perform the job will be the primary consideration.

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