Broadgate are proud to be partnered with a leading global fund services provider (£1 trn AUM). A rapidly growing business now looking to expand UK and European operations with their Centre of Excellence based in Southampton.

The role will oversee responsibility for a portfolio of Private Equity clients, whilst leading and developing your own team.

This role is based in Southampton and offers 2x days WFH.

About You:

• Recognised professional qualification - e.g. Accountancy, Chartered Secretary, Chartered Surveyor, Banking, Securities.
• Comprehensive understanding of private equity and venture capital as an asset class.
• Experience at a senior level within a financial services organisation.

About the Role:

• Act as a 'relationship manager' for a portfolio of Private Equity clients.
• Provide technical and strategic guidance to the group.
• Drive the business forward by developing high-potential people. Encourage others to challenge the status quo and champion innovation across the group.
• Understand client needs and provide solutions
• Add value to existing client relationships by introducing the services of other business units.
• Create and build a strong market presence by attending networking events, speaking at seminars, participating in business development opportunities.
• Responsible for administration and financial management projects/initiatives.
• Prepare and submit budgets.

If you would like to know more information, please reach out to Josh Duggan at Broadgate.