Customer Relationship Executive

4 weeks ago

Weybridge Surrey, United Kingdom GTS International Full time

GTS Banking and Finance is recruiting for a Client Experience Executive to work for our client in Surrey.
Are you passionate about providing exceptional service to high net worth individuals?
Are you ready to embark on a rewarding career journey within the dynamic world of wealth management?
As a Client Experience Executive, you'll play a pivotal role in nurturing relationships with our valued clientele, predominantly comprising high net worth individuals. Act as the primary point of contact for our esteemed clientele, offering proactive support and guidance on investment strategies and portfolio management.
Collaborate closely with our team of financial experts to develop tailored solutions that align with clients' financial goals and aspirations.
Execute trades, manage accounts, and oversee administrative tasks with meticulous attention to detail.
Previous experience in a client servicing role within the financial services sector is preferred.
Strong understanding of investment products, particularly bonds, and familiarity with wealth management principles.
Exceptional communication and interpersonal skills, with a knack for building rapport and trust with clients.
Proficiency in Microsoft Office Suite and relevant CRM software.
Competitive salary ranging from £28,000 to £29,000, commensurate with experience and qualifications.
Opportunities for professional development and career advancement within a reputable wealth management firm.
Hybrid working arrangement, offering flexibility and work-life balance.
Access to a comprehensive benefits package, including pension contributions and health insurance options.
To apply please send your CV to Alice at or call (phone number removed)#J-18808-Ljbffr

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