Relationship Management Executive

2 days ago


St Asaph, Denbighshire, United Kingdom Siamo Group Ltd Full time
Job Summary:
We are seeking a Client Engagement Specialist to join our team in North Wales on a permanent, full-time basis. This role offers a competitive salary and the benefit of a 4-day working week.

Key Responsibilities:
- Managing existing and new client relationships, arranging meetings and providing relevant information on services.
- Preparing accurate client information for Financial Planners and organizing annual reviews for client accounts.
- Handling incoming queries via email and using database systems to ensure client information is up-to-date.

Requirements and Benefits:
- Previous experience in Financial Planning or Banking sectors with a client management background.
- Excellent communication skills and ability to manage relationships effectively.
- Permanent, full-time opportunity
- 4-day working week
- Competitive salary: £24,000 - £28,000 per annum (depending on experience)

About Siamo Group Ltd:
We are a well-established company dedicated to delivering excellent service and driving business growth.

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