Private Client Account Manager

2 days ago

Ferndown, Dorset, United Kingdom Ernest Gordon Recruitment Careers Full time
Private Client Account Manager Opportunity

We are seeking an experienced Account Manager with a background in finance to join our team as a Private Client Account Manager. As a key member of our financial services firm, you will work with high-value clients to deliver exceptional financial services and provide bespoke solutions to their needs.

Key Responsibilities:

  • Manage individual client portfolios and oversee budgets
  • Act as a company ambassador to promote services to current and prospective clients
  • Inspire and mentor team members to achieve their objectives
  • Deliver client requirements as required and meet monthly billing targets

About the Role:

This is an exciting opportunity for an experienced Client Manager to advance their career in private wealth management. You will be part of a dynamic, thriving team and benefit from continuous professional development to enhance your expertise.

What We Offer:

  • A competitive salary and bonus structure
  • A comprehensive pension scheme and training opportunities
  • A dynamic and supportive work environment
  • Opportunities for career advancement and professional growth

Requirements:

  • Proven experience in account management and financial services
  • Strong communication and interpersonal skills
  • Ability to work independently and as part of a team
  • Excellent problem-solving and analytical skills

How to Apply:

If you are a motivated and experienced Account Manager looking for a new challenge, please submit your application, including your CV and a cover letter, to [insert contact information].

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