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Client Relationship Manager

2 months ago

London, United Kingdom AAG Wealth Management Full time

Established in 1995, we are a fast-paced company that prides itself on our culture and we’re looking for a Corporate Client Relationship Manager who has specific experience in Employee Share Plans (SAYE, SIP, LTIP, etc) to join us. We are a sociable bunch who all share a love for learning and teaching and are always willing to help each other. Alongside our comprehensive Wealth Management business is our award-winning Financial Education business which provide Financial Wellbeing programmes and C-Suite Masterclasses to our corporate clients, their employees and executives. As our team continues to grow, we are searching for an additional Corporate Client Relationship Manager with experience in dealing with people in Share Plans, HR, Reward or Employee Benefits. You will work within our Financial Education and Strategic Partnerships Team. 

The role will be a hybrid (in-office / home working) based role working from our offices in London.

Build & maintain relationships with our Share Plan, HR and Reward key contacts & strategic partners
Deliver a cohesive & engaging Financial Education programme 
Experience in working alongside people in Share Plans, HR, Reward, Pensions or Employee Benefits
Highly IT literate, including MS Outlook, Excel, PowerPoint and Word skills