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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