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Client Relationship Manager
2 months ago
Location: City of London
Compensation: Competitive Salary and Bonus (OTE: £60k+). Future ownership opportunities available.
Employment Type: Full-time
A remarkable opportunity has emerged for a Client Relationship Manager to become part of our esteemed organization. We are a distinguished Appointed Representative of St. James's Place Wealth Management, recognized for our commitment to quality, integrity, and excellence in providing financial guidance as our clients' needs evolve over time. Our company fosters a vibrant and supportive culture, valuing the unique contributions of each team member. Since our inception in 1995, we have adopted a comprehensive approach to Wealth Management, currently overseeing approximately 3000 clients with over £700 million in assets under management, supported by a dedicated team of over 40 professionals.
Role Responsibilities – Client Relationship Manager:
At AAG, we are in search of a seasoned, diploma-qualified Financial Advisor to join our outstanding team and manage a portfolio of up to 200 clients.
The ideal candidate will demonstrate exceptional verbal and written communication skills, strong analytical abilities, and meticulous attention to detail. Proficiency in managing multiple priorities and utilizing CRM software and other relevant tools is essential. A customer-centric approach, coupled with a passion for assisting others, patience, empathy, and the ability to remain composed in high-pressure situations, are crucial attributes. Self-motivation and the capability to work autonomously as well as collaboratively within a team are also vital.
Candidate Profile – Client Relationship Manager:
This is an excellent opportunity for a confident, numerate, and professional individual who thrives on using their initiative and possesses a proactive working style.
We seek a Level 4 Diploma Qualified professional with a minimum of 2 years of experience. Familiarity with St. James's Place is advantageous.
Importantly, candidates should be dedicated to a career in Wealth Management, eager to enhance and broaden their existing expertise, and actively seeking a role focused on servicing current clients.
Please be aware that this Partner Practice will conduct standard Financial and Identity checks on any candidates who are offered a position within this Practice.
