Senior Relationship Manager

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