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|Salary||£30k to £35k|
|Sectors||Investment & Middle Office
UK & Regional
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.
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.
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
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