Client Relationship Manager

Client Relationship ManagerBishop''s Stortford£30,000 - £60,000 We are working with a highly boutique advisory and investment firm offering a private office experience to a limited number of high-calibre clients. Their model integrates wealth management, corporate finance, and strategic business insight, with services shaped around the complex, evolving needs of clients who expect more. They are now looking for a Client Relationship Manager to join their discreet and high-performing team in Bishop''s Stortford.What You''ll Be Doing:Supporting the Client Adviser with a small portfolio of high-value clients, each with complex financial, business, and legacy planning needsActing as the lead relationship holder: trusted, strategic, and always one step aheadCollaborating with specialists in investment, tax, business exit planning, and structuring to deliver joined-up adviceHelping clients navigate the intersection of personal wealth and business successIdeal Profile:Diploma-qualified via CII or CISI (or close to achieving)Strong background in private client advisory such as family office, boutique wealth firm, or private bankingDeep understanding of the needs of entrepreneurs, founders, or UHNW clientsA natural relationship builder: emotionally intelligent, commercially sharp, and credible with sophisticated clientsSomeone who listens, advisesWhy This Role Stands Out:Truly high-calibre client base without a volume-driven sales cultureA small, strategic team of senior ..... full job details .....