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Relationship Manager

Salary £90k to £70k
Type Permanent
Location London
Sector Wealth & Asset Management
Job Reference T8/HCC/26761
Contact Hannah Cavaciuti
Date posted 14-08-2017

We have a new and exciting opportunity for the right candidate to join a prestigious and well known Private Bank.

This opportunity would be perfect for someone who is skilled with Relationship Management. You will be charged with growing revenue by acquiring, maintaining and growing profitable long-term relationships with High Net Worth clients.

Key responsibilities:
• Source new target market clients
• Identifying and converting referral opportunities
• Grow revenues across allocated portfolio, successfully manage and serve existing business relationships and originate new revenue streams
• Co-ordinate creation and execution of activities
• Establish and maintain networks for co-operation across the business
• Combine client relationship management with strong risk assessment and management capabilities
• Maintain internal control standards
• Identify event driven opportunities on an opportunistic basis

Key skills:
• Minimum Level 6 qualification (PCIAM or equivalent)
• Demonstrable track record of client portfolio management and new client acquisition
• Deep understanding of financial markets and complex wealth management solutions
• Track record of building successful relationships with both an internal and external referral network is preferred

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Contact Hannah about this job

Associate, Consultant