Relationship Manager - UK Wealth Manager Relationship Manager - UK Wealth Manager …

Stephen Bell Associates
in London, United Kingdom
Permanent, Full time
Last application, 02 Dec 21
£Excellent package
Stephen Bell Associates
in London, United Kingdom
Permanent, Full time
Last application, 02 Dec 21
£Excellent package
Posted by:
Stephen Bell • Recruiter
Posted by:
Stephen Bell
Recruiter
Relationship Manager role for a successful UK wealth manager.

Our client is a successful UK wealth manager. They are looking to hire a Relationship Manager to manage relationships with UK based mass affluent and HNW clients. 

Key responsibilities include: helping to manage client relationships, develop long-term consultative relationships with clients, efficiently resolving client queries, providing guidance on a range of investment services tailored to HNW/mass affluent clients and developing a strong understanding of their proposition.

The role will be focused on developing relationships with existing clients rather than new business.

The successful candidate will be a self-starter, at least level 4 RDR qualified, possess proven relationship management experience gained in wealth management, finance advice or private banking, have excellent communication and influencing skills and strong investment knowledge.

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