Private Client Executive

Posted 5 Days Ago
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Antrim, County Antrim, Northern Ireland
In-Office
Senior level
Financial Services
The Role
The Private Client Executive provides bespoke lifestyle management services to high-net-worth clients, maintaining relationships and ensuring operational excellence.
Summary Generated by Built In
Company Description

We’re a leading Investor Services group offering end-to-end services in administration, accounting, reporting, regulatory and compliance needs of the investment sector worldwide.  We employ a global workforce of 5,800+ people across 25 jurisdictions and have assets under administration (AUA) exceeding US$750 billion. We work with 13 of the world’s top-15 private equity firms. 

Our services are underpinned by a Group-wide commitment to ESG and best-in-class technology including a global data platform and innovative proprietary tools supported by in-house experts.                                                                                           

Above all, what makes us different is our people. Operating as trusted partners to our clients, we deliver intelligent solutions through a combination of technical expertise and strong relationships based on deep client understanding. 

Job Description

We are seeking a highly organized and proactive Lifestyle Manager to deliver exceptional, bespoke services to international high-net-worth individuals, VIPs, and Royal families. Based in Central London or within a short commute, this role combines luxury lifestyle management with client relationship building, ensuring seamless day-to-day support and strategic growth opportunities.

What You'll Do - 

  • Deliver bespoke lifestyle management services to high-net-worth individuals, VIPs, and Royal families, ensuring exceptional client care and discretion.
  • Act as a trusted point of contact for clients’ personal and household needs, from property management to luxury concierge requests.
  • Maintain strong client relationships while balancing cost control and delivering premium experiences tailored to individual expectations.
  • Drive business growth through networking, referrals, and onboarding new service providers, promoting the brand across UK and European markets.
  • Ensure operational excellence by managing budgets, reconciling invoices, and supporting marketing initiatives to enhance client engagement.

What We Offer -

  • Comprehensive remuneration and pension: motivating financial packages based upon market rates for your role and is proportionate to your qualifications, level of experiences and skills profile
  • Wellbeing: additional social benefits such as private health and dental cover, life assurance, discounted gym membership, eye test and corporate GP
  • Annual leave: our employees are entitled to 25 days paid leave plus all UK public holidays
  • Enhanced maternity and paternity, including shared parental leave and adoption leave
  • Flexible working: we recognise the value of working flexibly and want to ensure all employees enjoy an excellent work-life blend. As such, we are open to conversations with employees related to setting up flexible working arrangements.

 

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

Sustainability is integral to our strategy and operations. Our sustainability depends on us building and maintaining long-term relationships with all our stakeholders – including our employees, clients, and local communities – while also reducing our impact on our natural environment.  

There is always more we can, and should do, to improve – whether in relation to our people, our clients, our planet, or our governance. Our ongoing success as a business depends on our sustainability and agility in a changing and challenging global landscape. We’re committed to fostering an inclusive, equitable and diverse culture for our people, led by our Diversity, Equity, and Inclusion steering committee. 

Our learning and development programmes and systems (including PowerU and MyCampus) enable us to invest in growing our employees’ careers, while our hybrid working approach supports our employees in achieving balance and flexibility while remaining connected to their colleagues. We want to empower our 5,800+ employees - from 94 nationalities, across 25 countries - to each achieve their potential.  Through IQ-EQ Launchpad we support women managers launching their first fund, in an environment where only 15% of all private equity and venture capital firms are gender balanced.  

We’re committed to growing relationships with our clients and supporting them in achieving their objectives. We understand that our clients’ sustainability and success leads to our sustainability and success. We’re emotionally invested in our clients right from the beginning. 

Top Skills

Excel
Microsoft Outlook
Microsoft Word
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The Company
HQ: New York, NY
3,497 Employees
Year Founded: 1896

What We Do

We are IQ-EQ, a leading investor services group employing 4300+ people across 24 jurisdictions worldwide. We bring together that rare combination of global technical expertise and a deep understanding of our clients' needs.

We have the know how and the know you to deliver for our clients - fund managers, multinational companies, family offices and private clients operating worldwide.

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