Senior Relationship Manager

Posted 14 March by Dolfin Financial (UK) Ltd Easy Apply

Senior Relationship Manager

Dolfin Financial (UK) Ltd

Job Summary

Main Duties and Responsibilities of the Job:

  • The development, management and retention of all client relationships (including private and corporate clients). This will include necessary liaison within the Dolfin Group and the client’s advisors;
  • Liaison with other senior stakeholders to determine the range of goods or services to be sold, contributes to the development of sales strategies and setting of sales targets;
  • Compiles and analyses sales figures, prepares proposals for marketing campaigns and promotional activities and undertakes market research;
  • Demonstrating a broad knowledge of markets, products and advice to include investment management, wealth planning, banking, credit and capital markets;
  • Actively involved in developing, nurturing and growing client relationships, both individually and as part of a team; including preparing proposals for marketing campaign/promotional events to obtain new clients and providing coaching and guidance to less experienced team members where required;
  • Assisting with building a strong network of intermediaries within the market for future reciprocal introductions;
  • Demonstrating a strong knowledge and discipline relating to risk management, compliance, anti-money laundering and regulatory procedures;
  • Assisting with the on-boarding process for new clients, both within Dolfin entities and with third parties

Skills, Qualifications and Experience needed:

  • Degree in Finance or Economics or a related field
  • Track record of successfully building a client base
  • Experience of managing and handling the needs of institutional clients and individuals/families
  • Strong analytical skills and proven ability to develop and maintain client relationships
  • Background in institutional sales, sell-side broker relationship management
  • Strong relationship and communication skills
  • Strong knowledge of the financial services industry
  • Highly organized with a strong work ethic, ability to adjust to a dynamic workload and appropriately manage stressful situations
  • Russian language is a strong preference
  • Regulatory knowledge, particularly at a local level
  • Ideal candidate will be flexible, driven and able to thrive in a team environment

Location: London

Salary: Competitive salary will apply

Closing date for applications: 12 April 2018

Job Type: Full-time

Reference: 34687808

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