Senior Associate, Client Services

• Lead and oversee client management activities, ensuring a high standard of service and proactive relationship development for family office and UHNW clients.
• Direct support to Family Office Advisors in both administrative and strategic aspects of client relationship management.
• Handle complex client communications and instructions independently, resolving issues promptly and professionally.
• Drive the preparation and review of tailored client proposals, presentations, and investment recommendations.
• Collaborate closely with Investment and Operations teams for seamless execution and reconciliation of client portfolio transactions.
• Help in preparation of client related presentations.
• Liaising with banks/ trustees for admin and account related matters.
• Uphold the highest standards of integrity and confidentiality in all client and company matters.
• Utilise Bloomberg terminal and other fin...

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