Client Relationship Executive

2 days ago


London, Greater London, United Kingdom Evelyn Partners Full time
About the Role

We are looking for a talented Client Relationship Executive to join our team. In this exciting role, you will be responsible for handling new business leads, developing strategies to maximize opportunities, and arranging meetings with potential clients. You will also be involved in managing the IFA database and providing support at regional events.

The successful candidate will have a strong understanding of the financial services industry and be able to effectively communicate the benefits of Evelyn Partners' investment proposition. They will be a team player, with excellent planning and organizational skills, and be able to achieve pre-agreed targets.



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