Client Relationship Manager

Search-Select LTD; East Devon; On-site; GBP 60,000 - 80,000; Full time

Job description

Are you an experienced professional with a passion for delivering exceptional service and driving growth in the Corporate Service Provider (CSP) industry? Our client is seeking a highly skilled CSP Client Relationship Manager to join their team, where your expertise in managing HNW/UHNW clients and delivering tailored corporate solutions will be critical to success.

About the Role

This position is dedicated to professionals who thrive in the CSP sector, leveraging their deep understanding of trust and company administration to cultivate long-lasting relationships with key clients. You will play a pivotal role in achieving business development targets, enhancing service delivery, and contributing to the organisation's continued growth and success.

Key Responsibilities

1. Strengthen Client Partnerships: Serve as the primary point of contact for a portfolio of high-value clients, including HNW and UHNW individuals, ensuring exceptional service delivery and proactive relationship management.
2. Drive Business Development: Identify and capitalise on opportunities to expand CSP service offerings, fostering new client relationships and achieving annual revenue and growth objectives.
3. Deliver Specialist Solutions: Utilise your extensive CSP expertise to address complex client needs, providing bespoke advice and seamless execution of trust and company administration processes.
4. Ensure Regulatory Compliance: Maintain full compliance with all relevant regulations, particularly in areas such as AML and trust/company legislation, ensuring operational excellence and risk mitigation.
5. Lead Client Engagements: Facilitate client meetings, oversee transactions, and produce high-quality documentation, including resolutions, agreements, and minutes.
6. Mentor and Guide: Provide technical leadership and mentorship to junior colleagues, sharing best practices to support the delivery of exceptional client service within strict deadlines.

What You Bring

1. Extensive CSP Experience: A minimum of 15 years' experience in the Corporate Service Provider industry, with a proven background in trust and company administration, specifically for HNW and UHNW clients.
2. Sector Expertise: Comprehensive understanding of UK and offshore trust structures, as well as corporate governance, UK tax regulations, and relevant compliance frameworks.
3. Strategic Insight: A proven track record of identifying client requirements, delivering tailored CSP solutions, and driving sustained revenue growth.
4. Exceptional Communication Skills: Outstanding interpersonal and relationship-building skills, with the ability to engage confidently with executive stakeholders and clients.
5. Professional Qualification: A Master's degree or equivalent qualification, demonstrating your advanced knowledge and commitment to professional excellence.
6. Organisational Skills: A highly systematic and detail-oriented approach to managing workflows, transactions, and deadlines, even in high-pressure environments.

Why This Role?

This is an outstanding opportunity for an experienced CSP professional to make a significant impact within a dynamic and forward-thinking organisation. You will work closely with a prestigious client base, leveraging your expertise to deliver high-value solutions and drive growth.

If you are ready to advance your career in a role that values your depth of knowledge, leadership abilities, and proven success in the Corporate Service Provider sector, we invite you to apply.

Your specialist: Sally Fenton

Quote job ref: 15447