Find a Job

View detailed job description

Junior Relationship Manager

Salary £30k to £35k
Type Permanent
Location London
Sectors Investment & Middle Office
UK & Regional
Job Reference T8/HCC/29567
Contact BRUIN Financial
Date posted 15-08-2018

An exciting new role has recently come available within a rapidly expanding business, ideal for someone who is experienced in worrking with private clients and alongside investment teams

You would be responsible for supporting, guiding, retaining and developing a portfolio of clients as well as growing assets under management and identifying, then developing, new potential investors.

Key Responsibilities
• Manage, guide, retain and develop new and existing high net worth clients.
• Take responsibility for a group of clients and actively manage the relationship through strong communication and build effective relationships.
• Provide direction and guidance to new investment clients.
• Actively helping to drive new client business.
• Identify and complete sales opportunities through the promotion of products and services.
• Attend events as business need requires.

Key skills
• RDR - Level 4 qualified (ideally)
• Ideally holding IMC
• Proven Financial Services sales and client services experience – preferably retail or HNW clients
• Knowledge and experience of working in a Wealth business preferred

Please note this role is based in Surrey with good transport links from London

Ready to apply for this job? Apply Now

Contact us about this job

For more information about this job, or to apply, please contact our team: