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Wealth Relationship Manager

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Salary Competitive
Type Permanent
Location London
Sector Sales & Marketing
Job Reference T6/CHR/32018
Contact Christopher Rolfe
Date posted 22-07-2019

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.rolfe@bruinfinancial.com

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Contact Christopher about this job

AVP, Consultant