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Title: Relationship Manager – UK Non-Domiciled Residents
Date: 13th February 2018
Our client, a leading financial institution is looking for a Relationship Manager to provide support, advice and strategic approach to UK Non-domiciled clients. The individual would lead the sales and business performance as well as help to manage client portfolios effectively.
To be able to build proactive, long-term relationships and attract new clients with private banking and wealth management needs to the group.
To demonstrate retention of an existing portfolio of clients.
To develop and manage client relationships in an efficient, ethical and compliant manner which will lead to high levels of customer satisfaction and enhance the brand and reputation of the bank.
Research, manage and negotiate new businesses and look for new sales opportunities.
Support the team in providing a high standard client portfolio management.
Ensure that efficient service and wealth structuring systems are in place.
Provide sophisticated financial advice to the high net worth individuals, senior management and support staff.
Manage the relationship with clients, investment managers and senior colleagues.
Prepare business reports which can be distributed to the investment management.
Manage risks promptly by following the firm's and external regulatory standards.
Provide advice on pensions and tax issues and act as an asset manager to ensure investment activities are appropriate and sound.
Provide clients all the updated market information and conduct an analysis based on the information obtained.
Manage a range of client solutions on behalf of high net worth clients.
The preferred candidate must have a private banking or wealth management background, preferably in a leadership role, and demonstrate an expert understanding of the market. You should also possess excellent communication and interpersonal skills as well as be able to interact at all levels of business efficiently.
If you are interested in this opportunity, please email your C.V. to firstname.lastname@example.org or call on +44 20 7430 1831 for a confidential discussion.
Our client is an equal opportunity employer and values diversity in the company. The company does not discriminate by race, religion, colour, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
Altus Search Ltd is acting as an employment agency about this role.