Client Relationship Associate

Client Relationship Associate – Private Wealth

London | Permanent

Dartmouth Partners is working with a well-established investment manager to hire a Client Relationship Associate for its private client team. You’ll supporting more senior team members who look after a book of high-net-worth and ultra-high-net-worth individuals, families, trusts and family offices. This is a chance to work closely with private clients across the whole relationship, from reporting and reviews through to portfolio implementation and bringing on new clients.

The Role

• Private client service: help deliver a highly personal, discreet service so that every client relationship is looked after to the highest standard.
• Reporting: check quarterly client reports for accuracy and timeliness, and prepare bespoke reports for clients with specific requirements.
• Client reviews and meetings: prepare for client and family meetings, attend them, take minutes and follow up on all action points.
• Portfolio management: put investment committee decisions into practice across individual client portfolios, taking account of each client’s objectives, preferences and restrictions.
• Onboarding: prepare account opening and AML/KYC documentation for new private clients.
• Business development: help the Directors win new relationships by preparing proposals and pitch materials, and completing due diligence requests from clients, family offices and intermediaries.
• Collaboration: work closely with the investment and operations teams, and become highly proficient in the team’s middle and front office tools.

What We’re Looking For

• 1-3 years of experience at a wealth manager, private bank, family office or multi-family office, ideally in a client service, client associate or assistant relationship manager role
• A real interest in private clients and in building long-term, trusted relationships with wealthy individuals and families
• Strong analytical and numerical skills, and comfort working with client portfolios
• Excellent written and verbal communication, with a polished, client-facing manner
• Well organised, with strong attention to detail and high standards under a busy, varied workload
• A team player with a flexible approach
• Advanced Excel and Microsoft Office skills
• Integrity and discretion when handling sensitive client information

Training & Development

You’ll get full on-the-job training and complete regulatory awareness training. After probation, the firm offers sponsorship for professional qualifications, starting with the CFA UK Level 4 Certificate in Investment Management (IMC) and moving on to CFA Levels I, II and III. It’s a clear route for anyone wanting to progress towards a relationship management role in wealth.