Senior Client Relationship Manager - Private Wealth

Recruiter
William Blake Group
Location
London, United Kingdom
Salary
Competitive + Bonus
Posted
04 Oct 2022
Closes
25 Oct 2022
Ref
15203474
Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
Responsibilities:
  • Maintain and develop appropriate pro-active and effective relationships with clients and their key advisors
  • Seek to identify all potential opportunities to gain additional investment from clients and strive to secure maximum investment through new business opportunities
  • Respond to client portfolio queries and other general matters
  • Actively work with clients, prospects, and key advisors in determining their strategic and tactical asset allocation to match their requirements
  • Develop and maintain relationships with key advisors, consultants, intermediaries, and industry introducers
  • Attract and build new client relationships - pitching to potential new clients
  • Freedom to explore opportunities in international markets

Requirements:
  • Must hold CISI Level 6 & current Statement of professional Standing (SPS)
  • Demonstratable track record of attracting and building new client relationships
  • Experienced in pitching to potential new clients
  • Experienced in client relationship management and business development within private client / wealth management industry
  • Strong team player with collaborative style
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