Client Advisor Assistant – Exceptional Support Role in a Prestigious Global Family Office
Client Advisor Assistant – Exceptional Support Role in a Prestigious Global Family Office
Job Reference 07/4595/FO
Added : 19/05/2025
Expiry : 16/06/2025
Are you an analytical thinker with a passion for precision, problem-solving, and client interaction? Do you thrive in dynamic environments where high performance and attention to detail are second nature? This is your chance to step into a rare and rewarding role at the intersection of private advisory, legal insight, and financial expertise — all within a discreet, world-class organisation.
We’re looking for a standout Client Advisor Assistant to support senior advisors working directly with a small group of ultra-high-net-worth clients. This is not just a support role — it’s a front-row seat to complex, meaningful work that spans generations, borders, and disciplines.
The role - Client Advisor Assistant
- Be a trusted right-hand to senior advisors, acting as a go-to liaison for high-value clients
- Prepare bespoke client materials and advisory content across estate planning, legal, and financial matters
- Plan, organise, and contribute to high-level and high-volume client meetings, ensuring every detail is spot-on
- Dive into complex research and produce thoughtful, structured drafts for review
- Monitor financial activity, process high-value transactions, and ensure data accuracy
- Collaborate with external partners, including lawyers, tax specialists, and investment advisors
- Help shape the future of client service, your ideas and initiative will be welcomed
- Support wider initiatives to enhance service delivery and client satisfaction
You will be/have - Client Advisor Assistant
- Degree-educated or degree calibre with 3–5 years of experience in professional services E.G private client services, law, tax, finance, or family office
- Exceptionally numerate and analytical and comfortable with financial reporting tools - Excel and PowerPoint are second nature to you
- Tech-savvy, with an eye for detail and a hunger to understand the “why” behind processes
- Personable, polished, and calm under pressure, you inspire confidence
- A proactive problem-solver who spots gaps and acts before being asked
- Thrives in a collaborative, low-ego team where excellence is the standard
This is a career-defining move for someone looking to work at the very highest level of private client services. You’ll join a close-knit, high-performing team that values discretion, intellect, and integrity. Expect variety, impact, and the chance to build deep professional relationships in a quietly extraordinary environment.
Interviewing now, apply ASAP!
We act as an employment agency for this role. Knightsbridge Recruitment specialise in Chiefs of Staff, EAs, PAs, Private PAs, Team Assistants, Receptionists and Office Managers across all industries. If you are already registered with us please contact your consultant directly. Due to the large number of applications we receive, unfortunately we are not able to respond to them all individually.