Client Relationship Manager
3 weeks ago
- Auto Enrolment Pension Scheme with employer contribution of 3% of salary
- Company Pension Scheme with an employer contribution of 6% after a probationary period
- Holiday entitlement increasing up to 30 days per annum (Full-Time Equivalent)
- Medical Insurance including income protection, critical illness, and death in service benefits
Working Hours:
- 9am - 5.15pm, Monday to Friday (1-hour lunch break)
About the Company:
A reputable financial services firm dedicated to providing a comprehensive range of financial solutions to its esteemed clientele.
Role Overview:
As a Client Relationship Manager, your primary responsibility will be to deliver a tailored and exceptional service to clients. You will be tasked with developing and managing a portfolio of private clients, fostering robust relationships with them and their families.
Key Responsibilities:
1. Stay informed about market trends and maintain a high level of expertise in investment knowledge, tax regulations, and industry best practices.
2. Cultivate new and existing business referral sources within the professional community to establish a pipeline of potential clients.
3. Remain updated on the commercial landscape and collaborate with various business units to enhance service offerings.
Qualifications:
Some experience in business development is beneficial but not mandatory, as comprehensive support and training will be provided.
Application Process:
To express your interest in this position, please apply online or submit your CV directly.
Equal Opportunities:
Office Angels operates as an employment agency for permanent recruitment and as an employment business for temporary staffing solutions. We are committed to promoting equal opportunities in the workplace.
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