Private Client Executive - London, United Kingdom - IQ-EQ

IQ-EQ

Verified Company

London, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Company Description

IQ-EQ is a leading Investor Services group which combines global expertise with an unwavering focus on client service delivery. We support fund managers, global companies, family offices and private clients operating worldwide.

Job Description:

Provide an exceptional lifestyle management service delivering the daytoday personal requirements of international highnetworth individuals, VIP's and Royal families, including parents and children.
Balance the need for appropriate cost and budget control, whilst maintaining a focus on client needs and expectations.
Build and maintain relationships with clients and intermediaries to maximise client retention and identify opportunities for growth.
Proactively seek to develop new business from referrals and recommendations, attending networking events and exploring the network of clients and intermediaries.

Tasks:

Take care of clients' homes in London and the surrounding areas, dealing with thirdparty service providers and contractors such architects, builders and other professions.
Handle conciergestyle requests e.g. arrange family holidays, recruit temporary staff, make theatre and restaurant reservations, buy art, jewellery and clothing, etc.
Liaise with banks, retail businesses and other professional providers to ensure the services provided to clients are at the highest possible standard.
Ensure maximum client engagement and maintain regular contact, which may include answering calls/text messages in the evenings, on weekends and during holidays.
Attend regular client meetings and visits, as and when required. To meet the demands of the client, it may be necessary to attend visits on evenings and weekends.
Perform monthly reconciliation of TPO invoices and credit card statements to assist with invoicing, VAT returns, etc.
Develop relationships with intermediaries, source and onboard new white label service providers, attend networking events, travel to other IQEQ jurisdictions (UK & Europe) to meet with extended contacts and intermediaries and promote the business in general.
Conduct research into new markets and geographical locations, including potential acquisitions, and prepare new client proposals.
Lead on the development of marketing material, preparing posts/blogs/articles for the website, social media, etc.

Qualifications:

Minimum 5 years' experience in family private office or other relevant sector (i.e. hospitality, private banking, business development)
Recognised degree is desirable, but relevant experience paramount
Evidence of commitment to a high standard of client service
Relationship and vendor management skills
Ability to be flexible and prioritise
Excellent organisational ability
Excellent written and oral communication skills
Good numeracy skills
Good level of accuracy and attention to detail
Working knowledge of Microsoft packages including Excel, Outlook and Word
Confidence using tech/household gadgets i.e. setting house alarm systems, troubleshooting Wi-Fi etc.

Additional Information

At IQ-EQ we want you to reach your full potential. We offer an inclusive and diverse environment to support your career aspirations. With a strong emphasis on continuous learning and a holistic approach to your professional and personal development. We also offer opportunities across our service lines and our international network of offices.