Private Client Financial Services Manager

3 weeks ago


Ferndown, Dorset, United Kingdom Ernest Gordon Recruitment Full time
About the Role

We are seeking an experienced Private Client Financial Services Manager to join our team at Ernest Gordon Recruitment. As a key member of our financial services division, you will be responsible for managing a portfolio of high-value clients and delivering exceptional financial services.

Key Responsibilities
  • Manage individual client objectives and deliver bespoke financial solutions
  • Oversee budgets and provide financial planning and advice to clients
  • Serve as a company ambassador to promote services to current and prospective clients
  • Lead and mentor a team of financial services professionals
  • Assist with training and development programs to enhance expertise
Requirements
  • Proven experience as an Account Manager or Client Services Manager in the financial services industry
  • Strong financial knowledge and experience in private wealth management
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment and meet deadlines
  • Strong leadership and mentoring skills
About Us

Ernest Gordon Recruitment is a leading recruitment agency specializing in financial services and professional recruitment. We are committed to providing exceptional service and support to our clients and candidates.



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