Relationship Manager
7 hours ago
B- Posted by
- Barry Madlin- Senior Manager - HR & Recruitment As a Relationship Manager you are responsible for building and maintaining positive relationships with clients and identifying opportunities for business growth. You will have excellent communication skills with a focus on quality and complete client satisfaction.
- Build and maintain strong relationships with HNWI and UHNWI clients, understanding their financial goals and providing personalised advice.
- Provide high-quality investment options for clients, working closely with team members and specialists from other areas
- Responsible for the active development of your book by bringing new high-net-worth clients
- Stay informed about a wide range of financial products and services to meet clients’ needs effectively.
- Ensure the availability of all relevant information and documentation, including KYC of all clients and prospects, to meet regulatory requirements
**Qualifications**
- 8 years + of professional experience
- Experienced in wealth management with a proven track record in client management and business development
- An existing network in the targeted markets which can generate prospects and clients quickly
- Experience in building a book of business
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