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Private client relationship manager - wealth management

Hertford
MURRAY MCINTOSH & ASSOCIATES LTD
Client relationship manager
Posted: 5h ago
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.

The Role: A Steep Learning Curve with High Rewards

As Junior Relationship Manager, you will be the No.2 to the Group MD, acting as the right-hand person and supporting key client relationships. You will gain exposure to a diverse, international client base-ranging from South African entrepreneurs to Middle Eastern royalty-and play a pivotal role in managing and expanding relationships.

Key responsibilities include:
* Shadowing the Group MD for the first 6-12 months, learning the 'Clermont way' and experiencing the full client cycle.
* 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...

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