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Premier Relationship Manager

Posted 22 February by Hays Specialist Recruitment Limited Ended

PREMIER RELATIONSHIP MANAGER - LONDON

PREMIER RELATIONSHIP MANAGER - LONDON

A leading global Bank are looking to recruit a Premier Relationship Manager(s) within their Wealth Management division in and around London.

ROLE

This role is focused on actively engaging with Premier Customers and developing strong professional relationships through high touch client service and need based recommendations, aiming at helping Premier clients to achieve their financial goals.

RESPONSIBILITIES

  • Developing Premier customer base and establishing long term relationships with an assigned Premier clientele portfolio
  • Managing the total wealth of your clients by matching financial and investment product solutions to their financial needs
  • Promoting Premier Service to potential customers, exploring their needs and making referrals to other business units where appropriate
  • Supporting branch improvement initiatives and ensuring compliance with audit requirements and quality assurance

REQUIREMENTS

  • Hold Competent Adviser Status (CAS) - Held within the last 5 years
  • Level 4 Diploma Qualified
  • Statement of Professional Standards required (SPS) and practising with the FCA.
  • Solid experience in high net worth client facing environment at a financial institution
  • Have a full, valid driver's license.
  • Advanced knowledge of wealth management products, both investment and insurance
  • Holder of relevant insurance, investment and Mandatory Provident Fund licenses
  • University level education, preferably in finance, business or a related discipline

SALARY

  • Paying between £45,000 - £55,000 - depending on experience
  • Annual Discretionary Bonus
  • Other Benefits

APPLICATION PROCESS

If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.

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Reference: 34539379

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