Relationship Manager - London, United Kingdom - eFinancialCareers

eFinancialCareers

Verified Company

London, United Kingdom

6 days ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

The Role:

You will join a team of experienced and highly motivated UHNW relationship managers, who you will work collaboratively with to deliver exceptional service to your clients.
Develop a specialist knowledge of the product offerings of the business and be able to advise clients on what best suits their specific needs.
Work towards building your book of clients, with the support of the wider team.
Take ownership of your role, within an adaptable and supportive working environment.
Work to deliver a comprehensive suite of wealth management solutions to your clients.

Key Responsibilities:

Work to identify and develop new business opportunities.
The management of your own book of clients, ensuring that close relationships are developed and maintained.
Attend investment meetings, as and when required, in order to ensure a deep understanding of the current investment strategy.
Work closely with internal stakeholders to meet your client's needs, especially seeking to identify crossselling opportunities within the business.
Ensure that you remain knowledgeable on the offerings within the bank and how best to tailor them to your specific clients.
Work to develop and maintain an outstanding professional and person network within the UHNW segment.
Ensure that all work delivered is to an exceptionally high quality within a fast pace and results driven environment.
Support junior team members.

Qualifications & Experience:

Previous experience in a relationship management position within the wealth management space.
RDR Level 4 or 6 Qualified.

Additional Information:

Hybrid working 3 days a week in the office.
Competitive salary + excellent bonus scheme + benefits (please enquire to find out more).

In our company values we aim for equity at all stages of the recruitment process, please let us know if we can do anything to make the process more accessible to you.