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Relationship Manager

Salary Competitive
Type Permanent
Location Surrey
Sector Sales & Marketing
Job Reference T6/CHR/28557
Contact Christopher Rolfe
Date posted 26-04-2018

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.

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.

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Contact Christopher about this job

AVP, Consultant