Private Client Relationship Manager
2 months ago
Job Description:
The Private Client Relationship Manager will be responsible for providing financial planning services to clients and prospective clients in Berkshire, ensuring compliance with all relevant regulations. Key responsibilities include maintaining client relations, meeting revenue targets, and adhering to the company's Private Client Proposition.
Key Responsibilities:
- Maintaining and developing client relationships to maximize potential revenue.
- Accurately inputting client information into the CRM system.
- Ensuring revenue targets are met and work is completed in a compliant manner.
- Preparing and writing reports, along with file preparation and analysis.
What We Offer:
A salary of £45,000 - £65,000 per annum, depending on experience, and a competitive benefits package make this a highly attractive opportunity for those looking to develop their career in financial planning.
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