Contact Sinead about this job
Associate, Consultant
- View staff profile
- Send Sinead Canavan an email
- Call 0203 145 3407
Find a Job
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 teams 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)
Ready to apply for this job? Apply Now
Associate, Consultant