Client relationship manager economics wealth adviser discretionary private clients wealth management
Boutique Wealth management company specialises in providing investment management services and advice for private clients, charities and trusts. The practice has the security of operating under a larger group structure who provides all the back office support required to deliver a professional service. As a consequence of a large influx of new private clients the business requires another Client relationship manager to manage discretionary client relationships.
Role: Manage the process of taking on new clients and ensuring that client expectations have been established correctly. Provide investment advice to clients including managing inflows and outflows on accounts. To be familiar with investment policy and communicate this to clients as needed. Support in the development of new business from existing clients and, where appropriate, to help generate new client leads. Candidate profile: Educated to degree level is essential ideally in Economics although those with other degree subjects who can demonstrate a broad interest in financial services, the economy and investments will be seriously considered. Keen interest in investment markets and personal finance. Also a CISI or CII Diploma level 4 minimum qualification also required.
Experience: Ideally CF30 a minimum of three years' experience of working in financial services in a client facing/relationship management role, working with high net worth clients combined with Articulate with strong interpersonal skills, confident, natural empathy with people of all types, inquiring and analytical mind with the ability to explain complex investment ideas to clients, hands on approach, with a willingness to take the initiative to tackle any task, strong attention to detail is also key. The role will not suit somebody who requires a lot of hand holding as the environment is incredibly busy particularly in the light of the new client inflow. Self starters with a lot of drive and personal initiative will be successful.
- client relationship manager wealth management CF30 Wealth adviser economics