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|Sector||Sales & Marketing|
One of our impressive multinational financial services firm are currently looking for a dynamic wealth relationship manager.
Key Responsibilities include:
Providing a bespoke service, managing, guiding, retaining and developing new and existing Wealth investors
Ensure timely resolution of client problems by the Wealth Service team
Provide direction to new Wealth investors
Offer exceptional customer service in all interactions.
Dynamically utilise asset gathering tools to find client assets
Classify sales opportunities by actively promoting
Be conscious of and monitor all Regulatory Requirements
Maintain operative records for all personal interactions with clients and prospects.
Attain a level of competence suitable to your role and activities.
Key Requirements include:
Good academic background
Some experience in a Business Development or Support role
Strong communication skills with proven writing skills
Basic knowledge of capital markets and key investment terms
Ability to work under pressure
Understanding of Microsoft suite, with emphasis on strong PowerPoint and Excel skills
For more information or to hear about more opportunities in financial services please contact Chris Rolfe on 0203 145 3385 or at Christopher.firstname.lastname@example.org
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