Junior Client Relationship Manager


An opportunity has arisen for an experienced trust professional, or qualified accountant to join our clients' relationship management team.


  • Build and maintain long-term relationships with clients and their advisers, liaising with third-party professionals and developing in-depth client understanding and knowledge.
  • Develop and maintain relationships with internal stakeholders and support the business development/marketing efforts of the Group.
  • Prepare meeting documents, analyse the performance of investments, value investments and analyse costs.
  • Ensure all transactions and payments pertaining to the management of the client’s affairs are executed timely, efficiently and accounted for correctly.
  • Review financial statements and contracts of client entities.
  • Renegotiate existing loans with banks and negotiate new loans with banks.
  • Share and develop expertise and provide team members with technical assistance on complex documentation, including reviewing and drafting where necessary.
  • Understand and manage risk involved in administering structures ensuring internal procedures are adhered to and maintained.

Qualifications and experience

  • Educated to degree level (or equivalent)
  • Relevant Professional qualification (e.g. STEP, ACCA etc.)
  • 3 – 5 years of relevant post-qualification experience
  • Proven administration and technical proficiency with the ability to manage multiple projects simultaneously.

For more information, please contact Stu on 707816 or email your CV to jobs@excel-recruitment.com

Trust & Corporate Services
Job Posted: 
Tue, 21 May 2024
Closing Date: 
Mon, 19 Aug 2024

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