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Private Client Relationship Manager

This job is no longer available

Recruiter
Citifocus
Posted
12 September 2013
Closes
10 October 2013
Ref
exec48487
Contact
Citifocus Ltd
Function
Contract Type
Hours
Salary
£Negotiable

Further information

Polished and professional individual with RDR Level 4 qualification and significant Relationship Management experience gained from the Wealth Management arena sought by this prestigious investment house.
Key responsibilities will be to build and maintain existing client relationships and identify and develop new HNW investors, using referrals acquired from intermediaries and marketing leads. Remit will be to increase wallet share/AUM by undertaking, where appropriate a business development, sales or relationship management approach. A commitment to service excellence and customer care is essential, together with the commercial and proactive approach necessary to grow assets under management.

The successful candidate will possess a strong financial services sales background, with emphasis on the HNW marketplace. Previous advisory experience is preferred and strong communication and presentation skills prerequisite. Applicants will demonstrate excellent knowledge of a wide range of investment products and the proven ability to work effectively in a target-driven, team focussed environment.

Citifocus

Citifocus is a highly successful financial services recruitment consultancy. Our expertise in financial services recruitment encompasses all levels and all areas.