As long-term investors, we pride ourselves in forming lasting and transparent relationships with our clients. We have the same philosophy when it comes to our employees, and are always looking for people who share our approach.
Working closely with Account Directors in the Private Client team to deliver high quality client service to their client base as well as suggesting improvements to working practices of the wider Client Administration department.
Involved from the start of the client relationship, working closely with Account Directors to discuss client requirements, arrange for the account opening, liaise with other internal teams and third parties and be Find out more >
Day to day management of Private Client administrators – currently 4 direct reports
Work with Head of Client Administration to ensure all procedures and processes are followed, including implementing and bedding in new procedures.
Conduct ‘4 eyes’ reviews during account opening process.
Instigate training sessions where required.
Pro-actively work with other internal and external teams to improve relationships and worki Find out more >
Account Director for a book of client relationships. Takes the lead on investment management decisions, new business leads and annual reviews.
Manage client portfolios
Client Director for a large book of clients, and support other Account Directors as Client Manager.
Ensure suitability of client portfolios and evidencing thereof via the dashboard system.
Review client portfolios to ensure that the tactical allocation r Find out more >
Sarasin & Partners is a specialist asset manager, managing £15 billion on behalf of private clients, charities, intermediaries and institutions in the UK and around the world. Our aim is to always deliver lasting value for our clients. We believe that responsible investments will create more durable economic value, therefore we prioritize engaged ownership, ac Find out more >