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Client Relationship Manager
2 months ago
At Jigsaw Financial, we are seeking a highly skilled Client Relationship Manager to join our team. As a key member of our investment management team, you will be responsible for building and maintaining strong relationships with our clients, providing expert investment advice, and driving business growth.
Key Responsibilities:
- Develop and implement effective client relationship management strategies to drive business growth and retention.
- Provide expert investment advice to clients, aligning with their financial goals and risk tolerance.
- Monitor market trends and communicate financial concepts to clients in a clear and concise manner.
- Collaborate with internal teams to identify new business opportunities and develop strategic plans to capitalize on them.
- Manage and maintain accurate records of client interactions, investment recommendations, and business development activities.
Requirements:
- Graduate calibre with CISI Level VI and a current Statement of Professional Standing.
- Minimum 8-12 years of relevant experience in client relationship management and business development within the Private Client/Wealth Management industry.
- Strong communication and interpersonal skills, with the ability to build and maintain strong relationships with clients and internal stakeholders.
- Proven track record of driving business growth and developing new business opportunities.
About Jigsaw Financial:
Jigsaw Financial is a leading independent asset manager dedicated to providing exceptional investment advice and services to our clients. We are committed to building long-term relationships with our clients and delivering tailored investment solutions to meet their unique needs.
