Teams at Stonehage Fleming

Manage client onboarding, periodic reviews, account closures, documentation, suitability profiling, AML compliance, lifecycle data, and client account changes. Coordinate with client management, investment, risk, compliance, and operations teams while producing management information and supporting lifecycle projects. The role requires strong financial services experience, knowledge of regulatory frameworks, attention to detail, and proficiency with Microsoft Office and relevant client management systems.

Supports Wealth Advisors in managing high- and ultra-high-net-worth client relationships, including client queries, portfolio modeling, investment implementation, reporting, KYC maintenance, payment coordination, and meeting preparation. The role conducts investment research, monitors trades, maintains CRM records, supports new system implementations, and helps develop operating procedures. It offers increasing responsibility toward inheriting a client book.

The Senior HR Business Partner will lead HR support for UK Corporate Functions, advising senior leaders, managing employee relations, workforce planning, talent, performance, engagement, and organisational change. The role will support acquisitions and integrations, oversee HR operations and payroll governance, line manage HR Coordinators, use people data to guide decisions, and deputise for the UK & Europe HR Director. Regular travel across the British Isles is required.