Client Relationship Manager

Client Relationship Manager

Are you passionate about delivering exceptional client service in wealth management? Join a boutique firm renowned for its personalised approach and dedication to helping high-net-worth individuals achieve their financial goals. As a Client Relationship Manager, you’ll play a pivotal role in maintaining and enhancing client relationships, providing seamless support, and ensuring an exceptional client experience.

Key Responsibilities:

• Act as the main point of contact for clients, managing inquiries and maintaining regular communication.
• Support the Wealth Managers with client administration and account management.
• Build and nurture long-term relationships, anticipating client needs and delivering proactive solutions.

What you'll need:

• Experience working in a wealth management firm (essential).
• Exceptional interpersonal and organisational skills with a detail-oriented mindset.
• Proactive and solutions-focused approach to client service.
• Studying towards (or intention to study) the Diploma in Regulated Financial Planning (advantageous).

This is a fantastic opportunity to join a close-knit team where your contributions will make a real impact.

Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been short listed for this role.

Please note that our client is an equal opportunities Employer and adheres to all relevant legislation and offer services regardless of age, race, sex, disability, or religious belief.