Twenty Financial Services are currently working with an exciting Digital Wealth Management start-up located in London and they are currently seeking at Client Relationship Manager to join a growing team.
As a Client Relationship Manager you will recommend the best solutions by researching and considering all our retail investment products to meet the client's needs.
- Contacting clients and setting up meetings in order to conduct in-depth reviews of clients' financial circumstances, current provision and future aims
- Contacting clients with news of new financial products or changes to legislation that may affect their savings and investments
- Keeping abreast of the marketplace and providing clients with information on our new and existing products and services
- Strong ability and experience of explaining complex financial market and product information simply and clearly
- Have a proven track record of acquiring and retaining clients
- Have a passion for building long term relationships with clients, by delivering a high quality ongoing advice service
- Strong financial product, market and technical knowledge
If this role is of interest please send me an up to date CV for a confidential discussion about this role and your job search