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Managing the development of long-term client relationships with Private Client customers in line with investment strategy and tactics.
Identifying opportunities to cross-sell investment products.
Identifying potential clients and developing long-term relationships.
To review existing client relationships, and in line with Investment Strategy, to evaluate revenue potential.
Identifying top priority prospects, proactively pursue leads and close sales, as guided by Senior Portfolio Manager.
Assisting in the creation of relationship plans for each client relating to commission growth, fee growth, portfolio performance and funds under management.
Managing all MIS relating to client relationships.
Degree or Masters Level in business related discipline, CFA desirable.
APA Savings and Investments APA Pensions.
A strong client focuses to ensure effective service delivery.
Demonstrable knowledge of financial markets and investment.
Demonstrable understanding of the regulatory framework.
Very strong communication and presentation skills verbal and written.
A high level of initiative and enthusiasm with the ability to identify opportunities within the market.
This is an excellent opportunity for a dynamic individual with a real passion for markets and should you meet the above requirements – Please contact Sean Sweeney on 018746770 or email@example.com