Company

EfinancialcareersSee more

addressAddressSouth East
type Form of workPermanent, full-time
salary SalaryCompetitive salary
CategoryBanking

Job description

Our client is a successful and growing Boutique Wealth Manager. They have created a Relationship Manager to help service and grow their UK HNW client base. Key responsibilities include: helping to manage client relationships, efficiently resolving client queries, providing advice on a range of investment services tailored to HNW clients, developing a strong understanding of their proposition and proactively developing new business opportunities with intermediaries and potential clients. The successful candidate will be a self-starter, at least level 4 RDR qualified, possess proven relationship management experience gained in wealth management, excellent communication and influencing skills, strong investment knowledge, a keen interest in financial markets and the ability to prioritise and meet deadlines.

Refer code: 2724343. Efinancialcareers - The previous day - 2024-02-07 09:41

Efinancialcareers

South East

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