£55,000 - £60,000 + bonus + benefits
- 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.
- 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.