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    Head of Energy Performance Services - London, United Kingdom - Orla Rose Associates

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    Description
    Head of Client Services

    Olra Rose Associates is partnering is a boutique wealth management firm specializing in personalized financial services for private clients.

    With a commitment to integrity, expertise, and client-centered solutions, we offer bespoke wealth management strategies tailored to meet the unique needs and goals of each individual client.


    Position Overview:

    As the Head of Client Services you will play a pivotal role in ensuring exceptional service delivery to our private clients.

    You will lead a team dedicated to providing personalized attention, proactive communication, and comprehensive support to maintain strong client relationships and drive client satisfaction.


    Client Relationship Management:

    Build and maintain strong relationships with high-net-worth clients, acting as the primary point of contact for their financial needs.

    Understand clients' financial objectives, risk tolerance, and preferences to tailor wealth management solutions accordingly.
    Proactively communicate with clients to provide updates, insights, and recommendations on their portfolios and financial plans.
    Lead and mentor a team of client service representatives, ensuring they deliver exceptional service and support to clients.
    Provide ongoing training, guidance, and feedback to enhance team performance and capabilities.
    Collaborate with internal stakeholders, including investment advisors, portfolio managers, and compliance, to deliver seamless client service.
    Continuously evaluate and improve client service processes and procedures to streamline operations and enhance efficiency.
    Ensure compliance with regulatory requirements and internal policies, maintaining the highest standards of integrity and professionalism.

    Proven experience (5+ years) in wealth management, private clients, with a focus on client services and relationship management.
    Exceptional interpersonal and communication skills, with the ability to build rapport and trust with high-net-worth clients.
    Deep understanding of private clients, investment strategies, and wealth management principles.


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