Relationship Management Executive

24 hours ago


Rhyl, Denbighshire, United Kingdom Siamo Group Ltd Full time
Client Relationship Management Position

Siamo Group Ltd is seeking a skilled Relationship Management Executive to join our team in North Wales. This full-time, permanent opportunity offers a competitive salary of £27,000 - £34,000 per annum and a 4-day working week.

Key Responsibilities
  • Manage and develop client relationships through effective communication and ongoing support
  • Provide tailored information on Financial Planning services, highlighting relevant benefits and solutions
  • Prepare accurate client data for Financial Planners, ensuring seamless collaboration and growth
  • Arrange annual reviews for client accounts, promoting proactive financial planning and decision-making
  • Handle incoming queries via phone and email, delivering exceptional customer service and support
  • Utilize database systems to maintain up-to-date client information, ensuring efficient storage and retrieval
Requirements
  • Prior experience in Financial Planning or Banking sectors, with a focus on client management and relationship development
  • Proven track record of managing customer-focused relationships, with excellent communication and interpersonal skills
Benefits
  • Permanent, full-time position with a competitive salary range
  • Flexible 4-day working week, supporting work-life balance


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