Client Relationship Manager

4 weeks ago


Kensington, United Kingdom Oakham Wealth Management Ltd Full time

{"h1": "Client Relationship Manager at Oakham Wealth Management Ltd", "p": "We are seeking a highly skilled Client Relationship Manager to join our team at Oakham Wealth Management Ltd. As a Client Relationship Manager, you will be responsible for building and maintaining strong relationships with our clients, providing financial planning and portfolio management services, and ensuring client satisfaction.

Key Responsibilities:

* Financial planning and portfolio management
* Building and maintaining strong client relationships
* Providing sound financial advice
* Analyzing financial data
* Detail-oriented and organized with strong multitasking abilities

Requirements:

* Relevant certifications such as IMC or CFA level 1
* Bachelor's degree in Finance, Business, or Economics (2.1 or better)
* Experience in financial planning
* Strong communication, interpersonal, and relationship-building skills
* Knowledge of investment products and financial markets

Salary expectations should be low to start, but accelerating according to competence and ability to add value to the team.

If you are a motivated and experienced professional looking for a new challenge, please submit your application.

We look forward to hearing from you"}



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