Our client is a growing wealth management business with a strong brand and proposition.
They are seeking to hire a Relationship Manager, Team Leader role, managing their execution only team of relationship managers.This is a management position and the role holder will not have client facing responsibilities.
Key responsibilities will include leading the team, driving excellence in the client experience, ensuring the team provide a personalised service, manage, guide, retain and develop new and existing clients, overseeing and ensuring the timely resolution of client queries, ensuring the team delivers outstanding customer service in all interactions, monitoring and analysing team activity and output and leading the identification and completion of potential sales opportunities.
The successful candidate will need to be self-moviated, Level 4 RDR qualified with a background in client facing investment management and financial advice, experience of managing and leading a team, excellent industry and product knowledge and they will need to possess strong communication, influencing and organisational skills.
In our view this role represents an excellent opportunity to join a successful and growing wealth management business