Relationship Manager

Recruiter
Goodman Masson
Location
London, United Kingdom
Salary
Negotiable
Posted
03 May 2022
Closes
02 Jun 2022
Ref
14064953
Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
£55,000 - £60,000 + bonus + benefits

Description:
  • To maintain and support a portfolio of HNW investors.
  • Identify areas for growth and potential new investors.
  • Retain and service existing clients.
  • Support new clients through the on boarding process alongside the Business Development team.
  • Teach and support junior relationship managers.

Key Competencies:
  • Industry knowledge and experience to ensure you are able to deliver our client's range of products.
  • Excellent time and people management.
  • A sales driven mindset.
  • Analyse needs of clients and areas for improvement.
  • The ability to identify areas for growth.

Similar jobs

Similar jobs