Private Client Executive

1 day ago


Kings Hill, United Kingdom PDR Solutions Full time

Our client, one of the UK's leading Philanthropic organisations, are looking for enthusiastic people to join their Private Client team with both permanent and 12-month maternity cover contracts available.

Reporting to the Private Client Excellence Manager and supporting a team of Private Client Managers, you will form part of the core team who share responsibility for delivering an outstanding service to clients. This role is essential to ensure the engagementand development of Private Client relationships, key responsibilities will include:

- Developing and maintaining relationships with existing clients.
- Assisting clients with their plans and strategies by providing up to date information.
- Supporting Private Client Managers and monitoring their client requests when they are unavailable.

You must have experience of developing and building strong relationships, providing support and guidance to clients ensuring their aims and plans are achieved.
- A proven track record of supporting and managing client relationships.
- Experience working in a high-pressured environment.
- Excellent attention to detail.
- Be self-motivated and dedicated.

Please call the office to find out more about this exciting opportunity or send your CV to apply.



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