Relationship Manager | Entity & Trust

H&CO is one of the leading professional services firms providing domestic and international accounting, tax and technology advisory services to domestic and global businesses. With a global presence, we specialize in navigating the complexities of international taxation, helping our clients optimize their cross-border transactions and comply with ever-changing regulations. 

The Role:

a Junior Relationship Manager, you will be responsible for maintaining and enhancing relationships with existing feeders and end clients, including private banks, family offices, and others. You will ensure that clients receive exceptional service and support, while also managing complex and challenging client portfolios.

Key Responsibilities: 

Client Relationship Management: Maintain relationships with existing feeders and end clients (e.g., private banks, family offices, others). 

Legal Compliance: Stay updated on legal changes in all jurisdictions to ensure compliance. 

Portfolio Management: Manage portfolios of complex and challenging clients, ensuring their needs are met. 

Client Inquiries: Respond to ongoing client inquiries promptly and effectively. 

Service Office Coordination: Manage the relationship between clients and the service office to ensure seamless communication and service delivery. 

Regulatory Compliance: Maintain legal and regulatory compliance for the client portfolio. 

Qualifications: 

• Bachelor’s degree in business administration, Finance, or a related field. 


• Proven experience in relationship management, preferably in the financial services industry.


• Strong understanding of legal and regulatory compliance.


• Excellent communication and interpersonal skills.


• Ability to manage complex client portfolios and handle challenging situations.


• Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word).


• Strong organizational and time management skills.


• Preferred Qualifications: Previous experience working with private banks, family offices, or similar clients. Familiarity with financial products and services.


• Multilingual abilities are a plus.