Financial Relationship Strategist

2 weeks ago


Henley on Thames, Oxfordshire, United Kingdom eFinancialCareers Full time
Job Description

As a Financial Relationship Strategist, you will play a critical role in building and maintaining relationships with external stakeholders, including institutional investors, family offices, and High Net Worth individuals.

Your responsibilities will include:

  • Developing and implementing effective investment strategies to meet client objectives.
  • Collaborating with internal teams to ensure seamless execution of investment processes.
  • Maintaining accurate records of client interactions and investment activity.
  • Providing exceptional customer service to clients and internal stakeholders.
Estimated Salary Range

$110,000 - $130,000 per year, depending on experience.

Requirements

To be successful in this role, you will need:

  • Minimum 5 years of relevant work experience, preferably in an investor relations/client services role.
  • Strong analytical and problem-solving skills.
  • Excellent communication and interpersonal skills.
  • Ability to work effectively in a fast-paced environment.
Benefits

We offer a competitive salary and benefits package, including health insurance, retirement savings plan, and paid time off.



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