Private Client Assistant Manager
WHO I HELP
High Net Worth Individuals. Globally Mobile Individuals.
HOW I HELP
International and UK tax planning. Offshore Disclosures. Capital Gains Tax work.
Individuals with connections to all sectors.
“WE FIND SOLUTIONS.”
Jordan Clark is an assistant manager in our private client tax team, working with globally mobile and high net worth individuals to manage their personal tax affairs.
Based in our Aberdeen office, Jordan also works alongside the AAB Wealth team to provide tax planning support and our Reach Network to give clients a truly holistic approach to their international tax affairs.
BUILDING LONG-LASTING RELATIONSHIPS
“We’re looking after someone’s personal tax affairs, so naturally it’s a close relationship that needs to be created. Every one of my clients has walked a different life path so far and are all looking to head in different directions in the future, so it’s up to me to provide bespoke tax advice to suit their circumstances now, whilst setting them up nicely for the future.
My clients’ personal tax affairs can often be very complex, so it is important that clear and concise advice and updates are given. Naturally, clients want total piece of mind that you are working in their best interest whilst ensuring they are compliant, so it is important that that trust is there between us.”
WORKING AS A TEAM
“What is great about the private client team at AAB is that we’ve got people operating across multiple specialisms. I collaborate with colleagues in the wider private client and Wealth teams often to give our clients all their tax solutions under one roof, whether it be setting up trusts, family investment companies or retirement planning. We are confident as a team we can tackle anything, so no matter how many or what countries are involved, we will always work to find a solution. I have a strong ability to adapt to new approaches and going into situations with an open mind, so I feel I bring great value to the team.
Once a piece of work has been completed, its always rewarding to see just how much our work has helped. I receive so many lovely thanks from clients, it really does make you realise how much our advice means to them. Personal wealth and tax compliance is always a worry, and its rewarding to know we have put their minds at ease.”
“So much has changed recently, and thankfully many positives can be taken from this. Now, thanks to an increased acceptance of technology, we video call our international clients. Although this option was there all along, it wasn’t the done thing, but I am so glad this has changed. It has meant I have now ‘met’ a lot of my clients that I would otherwise only be able to contact through email or telephone. This has really helped build client relationships, as you are really able to tell how the client is feeling whilst simultaneously creating a relaxed environment that feels like an in-person meeting.
In terms of future change, I am looking forward to continuing to progress up the career ladder, gain more knowledge and experience in my specialist area and continue to help junior members of our team shape a career that they will love whilst collaborating across our growing teams in our multiple offices.”