Client Relationship Manager - Fintech - London

Job Title: Client Relationship Manager - Fintech - London
Contract Type: Permanent
Location: London, England
Salary: £50000 - £60000 per annum
Start Date: ASAP
Reference: BBBH17367_1515691605
Contact Name: Emily Drake
Contact Email:
Job Published: January 11, 2018 17:26

Job Description

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