Wealth Relationship Executive

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)