Client Relationship Manager Assistant

Stonehage Fleming Group; Greater London; On-site; GBP 30,000 - 40,000; Full time

Job summary

A prestigious family office in London is looking for a Client Relationship Manager Assistant for a 12-month FTC. This role involves assisting with client management, supporting investment processes, and ensuring timely communication with clients. Candidates should have at least 1 year of experience in a similar field and possess strong organisational and MS Office skills. This position provides a unique opportunity for professional growth within a collaborative team environment.

Qualifications

• Minimum 1 year of experience in a relevant/similar industry.
• Level 4 investment competency desirable, but not essential.

Responsibilities

• Assist CRMs with portfolio trades and investment strategies.
• Respond to client queries and facilitate client onboarding.
• Attend client meetings and prepare necessary documentation.

Skills

Organisational skills

MS Office skills (Excel, Powerpoint)

Communication skills

Analytical skills

Numeracy skills

Problem solving

Initiative

Education

Degree level or equivalent

Job description

Client Relationship Manager Assistant (Mat Cover) 12 Months FTC

6 St James's Square, London SW1Y 4JU, UK

Job Description

Posted Thursday, January 15, 2026 at 6:00 AM

Stonehage Fleming is one of the world’s leading independently owned family offices. We advise on over $170Bn of assets on behalf of more than 250 families whom we serve from 20 offices in 14 jurisdictions. We help international families manage their wealth and protect their legacies for generations to come. The Group currently employs over 1000 people.

JOB SUMMARY

The individual will assist with the management of a number of clients within the Investment Management department. The client book consists predominantly of large inter-generational UK families and their complex financial requirements. The individual will support the team with a wide variety of tasks, including responding to client queries, new account set ups, implementation of clients’ investment strategies and day-to-day administration. The role holds responsibility for regular communication with clients, their advisers and other third parties.

The successful candidate will be responsible for a wide variety of client relationship related tasks, ensuring that all duties are completed accurately and delivered with high quality, in a timely manner.

This is an excellent opportunity for a motivated individual to gain exposure to client management and investment processes within a supportive and professional team.

MAIN DUTIES & RESPONSIBILITIES

Investment processes

• Assist the CRMs in initiating, monitoring and completing portfolio trades
• Attend regular investment team meetings and internal updates
• Treasury related tasks – co-ordinating payments, deposits and FX transactions
• Review clients’ investment objectives and restrictions
• Implementation of clients’ investment strategy
• Attending client meetings with the CRMs, including meeting preparation and follow up

Client management support

• Assist the CRMs with timely, accurate and professional responses to client queries and requests (including periodic reporting and liaising with third party advisers)
• Facilitate client on-boarding, account set up and amendments
• Be a collaborative part of the wider team of Client Relationship Assistants
• Assist with preparation and paperwork for client meetings and investment reviews
• Attend client meetings and follow up on action points
• Ensure that necessary client documentation is held and up to date
• Assist with ad-hoc projects where possible (service offering, processes etc)

REQUIREMENTS

QUALIFICATIONS AND EXPERIENCE

• Degree level or equivalent
• Minimum 1 years’ experience in relevant/similar industry
• Level 4 investment competency desirable, but not essential

SKILLS AND COMPETENCIES

• Strong organisational and MS Office skills (particularly Excel and Powerpoint) essential
• High attention to detail, accuracy and efficiency
• Excellent communication skills, written and verbal
• Analytical with excellent numeracy skills
• Enjoys problem solving (considering options and wider consequences of decisions to be made)
• Ability to use initiative and work independently, prioritising tasks in a flexible environment
• Desire to broaden knowledge