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|Sector||Sales & Marketing|
An exciting new role has recently come available within a rapidly expanding business, ideal for someone who is experienced in building lasting client relationships.
As a Relationship Manager, 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 of a Relationship Manager;
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.
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