Our client, a leading name within global financial services, are seeking a sales-orientated, driven industry professional to join their UK Wealth Management division.
As a Relationship Manager, you will build strong relationships with new and prospective investment clients. You will be expected to provide a first class service to those using our clients’ investment platform, and will work with Wealth Managers to help deliver financial planning services and increase market share.
All applicants must be qualified to a minimum of Level 4. You must be client-centric and have a sales mindset and have relevant industry experience.
What’s on offer?
- Competitive salary £DOE
- Excellent benefits package including bonus, generous pension, PMI
- Hybrid working (3 days a week from home)
- Development pathway into a Wealth Manager
- London City offices
Requirements
Experience in UK Wealth Management environment (Client Services, Relationship Management/ Sales or Technical/Paraplanning)
Level 4 Diploma – CII, CISI, LIBF all considered
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