Private Client Relationship Manager

2 days ago


Birmingham, Birmingham, United Kingdom Artemis Recruitment Consultants Ltd Full time

We are looking for a Private Client Relationship Manager to join our team at Artemis Recruitment Consultants Ltd in Birmingham. The estimated salary for this role is £57,500 - £62,500.

Job Description

This role involves providing financial planning services to clients and prospective clients, working in accordance with the company's propositions to generate compliant income.

Main Duties
  1. To maintain strong relationships with clients, identifying opportunities to grow their business and ensuring accurate information is recorded in the CRM system.
  2. To meet or exceed revenue targets while adhering to the company's quality standards and Private Client Proposition.
  3. To conduct research, analysis, and interpretation, preparing files and reports as required.


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