Key responsibilities include:

• Act as the central point of contact for client relationships across the firm, co- ordinating with tax, estate planning, trusts, corporate, wealth 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.
• 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.