Private Client Manager
2 days ago
Artemis Recruitment Consultants Ltd is looking for a Private Client Manager to join their team in Derby.
The ideal candidate will have experience in providing financial planning services to clients and prospective clients, generating compliant income for the company.
Main Responsibilities:
- To maintain and develop client relationships, maximizing their potential, and accurately input information into the CRM system.
- To ensure all revenue targets are met and work is completed in a compliant manner that meets the company's quality standards.
- To adhere fully to the Artemis Recruitment Consultants Ltd Private Client Proposition.
Key Skills and Qualifications:
- Excellent communication and interpersonal skills.
- Ability to analyze complex financial data and provide recommendations.
- Strong organizational and time management skills.
Benefits:
The role offers a competitive salary of £50k - £65k and a range of benefits including flexible working arrangements.
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UK Private Client Lawyer
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Regional Director of Private Clients
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Senior Private Client Solicitor
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Derby, Derby, United Kingdom Regional Recruitment Services Full timeJob OverviewThis exciting opportunity is to lead and manage our Private Clients Department, taking charge of Wills, Probate and Trust work. You will be responsible for ensuring the delivery of departmental business plans and targets.
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Client Relationship Manager
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Client Management Associate Director
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