The Private Client Manager will be responsible for multiple UHNW clients on a day to day basis as well as managing a small team.
Key responsibilities for the Private Client Manager;
- Lead the operations of the day to day work to support clients, ensuring that the team is adequately resourced and that strengths are focused on key business needs.
- Responsible for the effective management and administration of high-level private client accounts within assigned portfolio.
- Ensuring a smooth running of day to day operations and outstanding service for their clients.
- Support the implementation of the business plan by working closely with the Head of to identify and expand new opportunities
- Manager a small team to enable them to achieve their philanthropic goals
- Proven track record working with high net-worth private clients
- Ability to lead and motivate teams, driving strategic change
- Outstanding relationship management and people skills
- Knowledge of the charitable sector in the UK and/or USA