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Wealth Relationship Executive

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Salary Competitive
Type Permanent
Location London
Sector Investment & Middle Office
Job Reference T8/SXC/33189
Contact Sinead Canavan
Date posted 27-11-2019

We are looking to speak to candidates from a vlient services function with experience in wealth management for an exciting new opportunity with an Investment Manager here in London.

Key responsibilities;

- By providing a personalised service, manage, guide, retain and develop new and existing Wealth investors
- Manage the team’s mailbox and respond to queries in a timely manner
- Support and process the ad-hoc promotions initiative ensuring wealth customer status is maintained on a regular basis
- Deliver outstanding customer service in all interactions.

Key skills;

- Proven Financial Services sales and service experience – preferably retail
- Knowledge and experience of working in a Wealth business preferred
- Experience in servicing clients
- RDR - Level 4 qualified, and ideally holding IMC (desirable)

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Contact Sinead about this job

Associate, Consultant