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Junior Relationship Manager

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Salary £30k to £35k
Type Permanent
Location London
Sectors Investment & Middle Office
UK & Regional
Job Reference T8/HCC/29567
Contact Hannah Cavaciuti
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

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Contact Hannah about this job

AVP, Consultant