Client Relationship Manager, Family Office - 29156

Itchyfeet Recruitment AgencyVia agency

Full TimePermanentNot specifiedLegal

Posted 15 March 2026Closes 6 May 2026

Apply for this role ⇄ Compare with another role

👤 For candidates

🤖 Enhance with AI

›Leverage AI tools for compliance and reporting automation
›Use CRM analytics to anticipate client needs proactively
›Adopt digital onboarding solutions for efficient KYC checks

📈 Disruption outlook

1 yr

5 yrs

10 yrs

% risk of significant disruption

🎓 Learn now

📚 For full-time, part-time & evening courses on the Isle of Man, visit University College Isle of Man (UCM)

🏢 For employers

🔄 Alternatives

🤖 AI AgentMicrosoft Copilot for Compliance

Automates compliance checks and report generation

💻 TechnologyCRM Workflow Automation

Streamlines routine client record updates and reminders

🌍 OutsourcingThird-party KYC Providers

Handles onboarding and due diligence tasks externally

⚡ Recommendation

🔀 Hybrid approach

AI boosts efficiency in admin and compliance, but human skills remain essential.

Microsoft Copilot & M365

Copilot for Word

Drafting and refining client correspondence

Power Automate

Automating routine compliance workflows

Copilot for Excel

Analysing and preparing client financial reports

38% Medium riskAI 62%

AI Exposure (AIOE)62%

General and Operations Managers

O*NET 11-1021.00

Top Skills

Client Relationship Management Stakeholder Management Attention to Detail

⭐ Growing🇬🇧 Visa eligible↑ 14% Claude Index

Job Description

Our client has an exciting opportunity for an experienced trust professional or qualified accountant to join their Family Office in the Relationship Management team located in the Isle of Man. This position reports to the Senior Client Relationship Manager, yet the successful individual may also work for multiple Directors and/or Partners within the department. This varied role involves close and regular interaction with clients, third parties associated with the organisation, as well as with internal departments and business units. Please email team@itchyfeet.im or follow the below link for further information and for details on how to apply https://itchyfeetoffshore.com/jobs/29156-junior-client-relationship-manager-family-office-isle-of-man/

Automation Risk

Automation probability38%

AI exposure (AIOE)62%

This role blends routine (record maintenance), augmented (reporting, compliance), and human-centric (client interaction, problem-solving) tasks. While AI and automation can streamline reporting, compliance, and onboarding, core relationship management and complex judgment remain resistant to full automation. The role is moderately exposed to AI augmentation, especially in documentation and compliance, but overall automation risk is limited by the need for interpersonal skills and trust.

Task analysis

Serve as primary point of contact for high-net-worth clients, maintaining strong relationships and addressing their needs.
Coordinate with Directors, Partners, and internal departments to deliver seamless client service.
Oversee trust administration processes and ensure compliance with relevant regulations.
Prepare and review financial and activity reports for client structures.
Liaise with third parties such as lawyers, accountants, and investment managers on behalf of clients.
Identify and resolve client issues or escalate to senior management as needed.
Maintain accurate and up-to-date client records in CRM and document management systems.
Assist with onboarding new clients, including due diligence and KYC processes.

Automatable AI-assisted Human-only

Occupational Classification

✨ Bright Outlook🇬🇧 UK Skilled Worker Visa Eligible

UK SOC2020: 3545 — Sales accounts and business development managers

O*NET: 11-1021.00 — General and Operations Managers

AI analysis: 15 March 2026

UK Salary Benchmark

Legal activities · ONS ASHE 2024 annual earnings

scale £60k

UK sector median

£37,557

UK sector mean

£51,801

£0£15k£30k£45k

👤 For Candidates

AI & future-of-work guidance

🤖 Enhance with AI

›Leverage AI tools for compliance and reporting automation
›Use CRM analytics to anticipate client needs proactively
›Adopt digital onboarding solutions for efficient KYC checks

📈 Disruption outlook

1 yr

5 yrs

10 yrs

% risk of significant disruption

🎓 Learn now

📚 For full-time, part-time & evening courses on the Isle of Man, visit University College Isle of Man (UCM)

🏢 For Employers

Strategic hiring options & technology alternatives

🔄 Alternatives

🤖 AI AgentMicrosoft Copilot for Compliance

Automates compliance checks and report generation

💻 TechnologyCRM Workflow Automation

Streamlines routine client record updates and reminders

🌍 OutsourcingThird-party KYC Providers

Handles onboarding and due diligence tasks externally

⚡ Recommendation

🔀 Hybrid approach

AI boosts efficiency in admin and compliance, but human skills remain essential.

Microsoft Copilot & M365

Copilot for Word

Drafting and refining client correspondence

Power Automate

Automating routine compliance workflows

Copilot for Excel

Analysing and preparing client financial reports

Key Skills

Client Relationship ManagementAdvancedStakeholder ManagementAdvancedAttention to DetailAdvancedConfidentialityExpertAdministration and ManagementIntermediateReport WritingIntermediateRegulatory ComplianceIntermediateTeamworkIntermediateCritical ThinkingIntermediateTrust AdministrationIntermediateMicrosoft OfficeIntermediate

Knowledge Areas

Trust and Company AdministrationClient Service and Relationship ManagementRegulatory ComplianceFinancial Analysis and ReportingAccounting PrinciplesBusiness AdministrationIsle of Man Law and Regulation

O*NET Competency Skills

Active ListeningMonitoringReading ComprehensionSpeakingCoordinationCritical ThinkingManagement of Personnel ResourcesSocial PerceptivenessActive LearningComplex Problem SolvingJudgment and Decision MakingPersuasionTime ManagementNegotiationWriting

Alternative Career Paths

Senior Client Relationship Manager92% match

Lead a team and manage more complex or high-value client portfolios within the family office sector.

Trust Officer88% match

Specialize in the administration and oversight of trust structures for private clients.

Private Banker80% match

Advise high-net-worth individuals on banking, investment, and wealth management solutions.

Compliance Manager75% match

Oversee regulatory compliance and risk management for financial or fiduciary services firms.

Also Consider

Trust Relationship Manager Private Client Advisor Wealth Management Associate Trust Officer Compliance Officer Account Manager Family Office Administrator Client Services Manager

🔥 Hot Technologies

In-demand tools for this occupation (O*NET)

Salesforce softwareAmazon Web Services AWS softwareYardi softwareOracle PeopleSoftSAP softwareApple macOSMicrosoft WindowsShell scriptTableau

Work Activities

General work activities from O*NET

Working with Computers
Getting Information
Communicating with Supervisors, Peers, or Subordinates
Making Decisions and Solving Problems
Establishing and Maintaining Interpersonal Relationships
Identifying Objects, Actions, and Events
Guiding, Directing, and Motivating Subordinates
Organizing, Planning, and Prioritizing Work
Judging the Qualities of Objects, Services, or People
Processing Information
Analyzing Data or Information
Coordinating the Work and Activities of Others
Documenting/Recording Information
Coaching and Developing Others
Monitoring Processes, Materials, or Surroundings

Anthropic Economic Index

Real-world AI adoption data from millions of Claude conversations · Dataset ↗

CC-BY Research

Observed Claude Usage

14%

of conversations

Classic Auto. Risk

16%

Frey & Osborne

Job Zone

Census

Client Relationship Manager, Family Office - 29156

Job Description

Automation Risk

Occupational Classification

UK Salary Benchmark

👤 For Candidates

🏢 For Employers

Key Skills

Knowledge Areas

Alternative Career Paths

Also Consider

🔥 Hot Technologies

Work Activities

Anthropic Economic Index

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