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Wealth Relationship Manager

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Salary Competitive
Type Permanent
Location Surrey
Sector Sales & Marketing
Job Reference T6/CHR/30278
Contact Christopher Rolfe
Date posted 10-12-2018

One of our prominent investment management clients is currently seeking a Wealth Relationship Manager to join their expanding team on a permanent basis in Guildford, Surrey.

In this role you will be responsible for growing, supporting and guiding current investors within the wealth sector; while also actively building new sources of client and investor business.

Key responsibilities will include:
- Providing a personalised service in order to develop new and existing Wealth investors
- Working with a team to actively manage client relationships through various communication strategies and efforts
- Ensure timely resolution of client problems by the Wealth Service team
- Guide new investors as to their new and future investment relationship they will have with the firm

Key requirements:
- Proven Financial Services sales and service experience
- Good investment and industry knowledge
- Experienced in servicing high net worth clients
- RDR - Level 4 qualified, and ideally holding IMC

For more information or to hear about more opportunities in financial services please contact Christopher Rolfe on 0203 145 3385 or at Christopher.Rolfe@bruinfinancial.com

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Contact Christopher about this job

AVP, Consultant