Client Relationship Manager
3 days ago
About the Role
We are seeking a highly skilled and experienced Client Relationship Manager to join our team at Puilaetco. As a Client Relationship Manager, you will be responsible for building and maintaining strong relationships with our clients, providing them with expert advice and guidance on their wealth management needs.
Key Responsibilities
- Acquire new clients through effective networking and relationship-building
- Drive revenue growth through proactive relationship management and cross-selling
- Live by a risk culture, understanding business and compliance risks, and mitigating them within defined parameters
- Results-focused, open to business enhancement, and developing our brand
- Create a partnership culture within teams and between teams to deliver our value proposition to clients
- Work independently and with specialist teams to advise on and manage clients' investment, financial planning, and lending needs
- Regularly contact clients to ensure their needs are met
- Maintain the highest standards of compliance, adhering to company obligations and regulatory requirements
- Represent the company and division to clients, potential clients, and introducers at a standard necessary to develop the business
Requirements
- Relevant experience in wealth management or private banking within the financial services industry
- Background in investment/asset management, products, wealth planning, or other functions
- Experience building relationships with a portfolio of clients and prospects, comfortable networking to generate revenue
- Familiar with defining the right advisory and investment solutions
- Understanding of risk within the context of the role and meeting regulatory obligations
Attributes and Qualities
- Creates a partnership culture within teams and collaborates across the network to deliver the overall client proposition
- Works effectively with relevant teams to find the best solutions
- Supports and encourages others to generate a positive working culture, sharing information cross-functions
- Takes a solution-oriented approach and challenges the way we do things
- Effective communicator, both written and verbal, and good at influencing audiences
- Resilient, problem solver, effective planner with a partnership approach
Technical Skills
- Qualified Adviser – Certified as an 'Adviser' – subject to the relevant Training & Competency Scheme. Level 4 as a minimum
- Proven threshold competent and operate with a full understanding of Risk within a regulatory framework
Why Join Us
- Opportunity for Growth: We invest in our employees' development, offering opportunities for career advancement and continuous learning
- Collaborative & Caring Culture: Join a supportive team of trusted professionals who are passionate about helping clients succeed and have a desire to do the right thing to support their wealth needs
- Competitive Compensation: Enjoy a competitive salary, performance-based incentives, and comprehensive benefits package
- Impactful Work: Make a difference in the lives of our clients by helping them achieve their financial goals
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