Client Relationship Manager

2 months ago

Manchester, United Kingdom Puilaetco Full time

About the Role

Puilaetco is a leading private bank in the wealth management sector, committed to delivering personalized service to our clients and their families. We pride ourselves on our deep understanding of what clients want to achieve and our ambition to stay true to our purpose of being the most trusted fiduciary of family wealth.

Key Responsibilities

  • Acquire new target group clients through effective use of own network and cross-pitching the Puilaetco proposition.
  • Drive revenues and commercial objectives through long-term and proactive relationship management with existing clients based on trust and distinctive service.
  • Live by a Risk Culture and have an excellent understanding of the business and related compliance, conduct, and operational risks.
  • Results-focused, open for business enhancement, and developing Puilaetco's name and brand.
  • Create a partnership culture within team and between teams to deliver Puilaetco's overall value proposition to clients.
  • Work independently and, as required, with Specialist teams within the business to advise on and manage the Investment, Financial Planning, and Lending needs of clients.
  • Contact clients regularly to ensure client's needs are met.
  • Maintain the highest standards of compliance in keeping with the company's obligations to clients, counterparties, and the regulator.

Requirements

  • Relevant experience within a wealth management or private banking role within the financial services industry.
  • Background in investment/asset management, products, wealth planning, or other functions.
  • Has built relationships with a portfolio of clients and prospects, and comfortable networking to generate revenue.
  • Familiar with defining the right advisory and investment solutions.
  • Understands Risk within the context of the role and meets the regulatory obligations, as applicable.

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 and good at influencing audiences in person and presenting to clients.
  • 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.

About Puilaetco

Puilaetco is a company that values integrity, innovation, and excellence. We offer opportunities for career advancement and continuous learning, a collaborative and caring culture, competitive compensation, and impactful work that makes a difference in the lives of our clients.

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