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Wealth Relationship Manager - Asset Manager - London

Job Title: Wealth Relationship Manager - Asset Manager - London
Contract Type: Permanent
Location: London, England
Industry:
Salary: Negotiable
Start Date: ASAP
Reference: BBBH21882_1562606285
Contact Name: Charles Bodunrin
Contact Email: charles.bodunrin@twentyrecruitment.com
Job Published: July 08, 2019 18:18

Job Description

Twenty Financial Services are currently working with a Global Investment Manager based in London who are seeking two Wealth Relationship Managers for joining a growing team.

This candidate will be responsible for proactively supporting, guiding, retaining and developing a portfolio of investor within the wealth business. Additionally, this candidate will support new customers that have joined this business through the business development team.

Lastly, this candidate will support a small team of Client Relationship Associates with coaching to develop the associates with lead generation and outbound calls.

Responsibilities

  • By providing personalised service, manage, guide, retain and develop new and existing Wealth investors
  • Take team responsibility for a group of Wealth investors and actively manage the relationship through customer communication - such as in- and outbound calls, pro-active e-mails, face to face meetings and personal consultations on portfolio planning and asset allocation utilising Guidance and other tools
  • Deliver outstanding customer service in all interactions.
  • Actively utilise asset-gathering tools to uncover client assets, helping to drive new client business.

Requirements

  • Financial Services sales and client service experience - preferably retail and HNW clients
  • Experience of working in a Wealth Management business
  • Proven coaching and development skills in a team environment
  • RDR - Level 4 qualified, and ideally holding IMC
  • Good administrative and organisational skills

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.