Executive Client Manager

2 months ago


Liverpool, United Kingdom Evelyn Partners Group Full time

Evelyn Partners is the UK’s leading integrated wealth management and professional services group,with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and businesses.
Join us on our mission to place the power of good advice into more hands because we believe that everyone deserves access to good advice, regardless of where they’re at in their financial journey.
An exceptional track record of growth and innovation is driven by our core values of: Personal, offering advice based on a true understanding of what matters to our clients; and Performance , demonstrating a breadth and depth of advice expertise to deliver first-class results.
Read more about us and available career opportunities here:
~ The position is client-facing and the role is telephone-based.

Update clients with developments on their queries via email/letter/telephone
Generate quality business leads by spotting opportunities when dealing with clients and referring them to other areas of the business when appropriate
Regulatory Responsibilities
Undertaking training and competence as required by the business
Proven ability to be both credible professionally and able to build long term relationships with colleagues and clients
Demonstrate interest in the financial services industry
Proactive and flexible approach to work, and ability to work under pressure
Private medical insurance
Life assurance
Pension contribution
Generous holiday package
Option to purchase additional holiday
Shared parental leave
At Evelyn Partners we have a wide range of highly active employee resource groups and we’re delivering multiple diversity, equity and inclusion initiatives across the organisation.


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