Private Client Manager in Sheffield - CRA Consulting

Private Wealth Manager

My client is an award-winning professional services business who are looking to recruit a Private Wealth Manager to join their Private Client team. The role will work closely with all departments linking clients with the right legal expertise. This is more than an advisory role , it is about relationship building , strategic coordination and acting as a central point of contact for high-net-worth clients.

Key responsibilities include:

• Act as the central point of contact for client relationships across the firm, co ordinating with tax, estate planning, trusts, corporate and other specialist teams
• Organise and manage diaries, client meetings, calls and events for the Private Wealth team.
• Serve as the primary liaison for clients, building rapport, managing expectations, and maintaining regular contact.
• Introduce clients to lawyers and specialists within the firm when appropriate, acting as a trusted connector,
• Network externally and cultivate new relationships with high net worth individuals, referrers, and intermediaries
• Monitor client satisfaction and gather feedback to help improve service delivery

The Person

• Ideally you will have proven experience in a private wealth, high net worth client relationship management or related client facing financial or legal services role.
• Exceptional interpersonal and networking skills , comfortable with engaging with clients at all levels including senior individuals and professional advisor's
• Highly organised with outstanding diary , meeting and event management skills
• Excellent communication skills, both verbal and written with the ability to explain complex concepts clearly
• Proactive client first mindset with a drive to deliver exceptional service.