Associate Client Director - Corporate Investors

Are you a senior client service leader with the presence and gravitas to lead the room, whether that's a board meeting or a sensitive family situation? This is an opportunity to take ownership of a high-value corporate client proposition at a well-established, multi-award-winning alternative investment manager.

The Role

You'll be the most senior point of contact for corporate investors: businesses, directors and shareholders with investments of £1m or more in structured estate planning products. You'll own the end-to-end investor journey and lead the development of the corporate client service function as it grows. The role involves:

• Acting as the senior relationship lead for company directors and shareholders, including attending board meetings where required
• Leading the client service side of complex corporate events such as liquidations, probate, mergers and company restructures
• Handling sensitive situations with care and professionalism, including bereavement
• Line managing a member of the team, with a focus on performance and development
• Working confidently across Sales, Operations, Legal, Compliance, Company Secretarial and Reporting teams
• Owning service standards, case management and data quality for the corporate function

About You

• Significant senior-level, client-facing experience within structured investments, estate planning, wealth, private banking or wider financial services
• Confident and credible at board level, with the gravitas to lead the conversation.
• Working knowledge of corporate structures and basic company law
• Experience managing complex, sensitive client situations
• A people leader with excellent communication skills and high professional standards

What's on Offer

• Salary up to £85,000 plus bonus
• Contributory pension
• Hybrid and flexible working
• Ongoing learning and development
• A comprehensive benefits package

If this sounds like you, please apply or get in touch with Adam Sommerville at James George Recruitment for a confidential conversation.

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