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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

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

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Senior Associate | Relationship Management
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