Find a Job

View detailed job description

Wealth Relationship Manager

Salary Competitive
Type Permanent
Location London
Sector Sales & Marketing
Job Reference T6/GXS/30608
Contact Georgina Sell
Date posted 09-01-2019

One of our wealth clients is currently seeking a Wealth Relationship Manager to join their expanding team in London. The role falls under the auspices of the wealth arm of a large and prominent investment manager.

Key responsibilities will include:
- By providing a personalised service, manage, guide, retain and develop new and existing Wealth investors
- Take team responsibility for a group of Wealth investors and actively manage the relationship through customer communication
- Resolve client problems by the Wealth Service team in a timely and efficient manner
- Direct, guide and bring in new Wealth investors to the business.

Key requirements will include:
- Proven Retail Financial Services sales and service experience
- Knowledge and experience of working in a Wealth business preferred
- Experienced in servicing high net worth clients
- Good investment and industry knowledge RDR - Level 4 qualified, and ideally holding IMC

For more information or to hear about more opportunities in financial services please contact Georgina Sell on 0203 145 3378 or at

Ready to apply for this job? Apply Now

Contact Georgina about this job

AVP, Consultant