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Private client tax executive

Borehamwood
Murray Mcintosh
Posted: 17 June
Offer description

Exclusive Opportunity - High-Level Client Relationship Management We are working exclusively with Clermont Trust, a prestigious independent fiduciary and family office services provider, in search of a Junior Relationship Manager to work directly with their Group Managing Director.
This is a unique opportunity to step into an advisory-focused, client-facing position with direct exposure to ultra-high-net-worth (UHNW) international clients.Unlike traditional trust administration roles, this position combines wealth management, tax, and legal advisory, with the expectation that the successful candidate will develop deep client relationships while also contributing to new business growth.
As Junior Relationship Manager, you will be the No.Attending high-level client meetings, taking notes, and executing follow-up actions* Eventually acting as a primary client contact, delivering tailored advice on fiduciary structures, financial strategies, and wealth planning* Managing fee negotiations and disputes, ensuring transparent and fair client relationships* Overseeing the administration of complex client structures, collaborating with internal trust teams* Supporting business development and, over time, taking ownership of winning and onboarding new clients
Travel: The ideal candidate will have:* Professional qualifications in Finance, Law, or Wealth Planning* High EQ, resilience, and adaptability, able to switch between vastly different client personalities and expectations* A commercial mindset, understanding the financial and strategic importance of a billable RM role* Staying power-this is a long-term opportunity with no artificial ceiling on growth* A desire for freedom and autonomy-Clermont is not a rigid, bureaucratic environment
Advantages in the role:* Work directly with industry leaders gaining a fast-track education in high-end relationship management.* Long-term career upside-no ceiling on progression, with opportunities to build and manage your own portfolio.*

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