Relationship Mgmt, HNW/Private Clients

South East England
£Attractive Package
16 Sep 2013
14 Oct 2013
Citifocus Ltd
Full Time
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.