Senior Client Relationship Manager - Private Wealth
- Employer
- William Blake Group
- Location
- London, United Kingdom
- Salary
- Competitive + Bonus
- Closing date
- Oct 25, 2022
View more
- Job Function
- Wealth Management
- Industry Sector
- Finance - General
- Employment Type
- Full Time
- Education
- Bachelors
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Responsibilities:
Requirements:
- Maintain and develop appropriate pro-active and effective relationships with clients and their key advisors
- Seek to identify all potential opportunities to gain additional investment from clients and strive to secure maximum investment through new business opportunities
- Respond to client portfolio queries and other general matters
- Actively work with clients, prospects, and key advisors in determining their strategic and tactical asset allocation to match their requirements
- Develop and maintain relationships with key advisors, consultants, intermediaries, and industry introducers
- Attract and build new client relationships - pitching to potential new clients
- Freedom to explore opportunities in international markets
Requirements:
- Must hold CISI Level 6 & current Statement of professional Standing (SPS)
- Demonstratable track record of attracting and building new client relationships
- Experienced in pitching to potential new clients
- Experienced in client relationship management and business development within private client / wealth management industry
- Strong team player with collaborative style
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