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Our client is a successful asset management business with a wealth management proposition. They are seeking to hire a Relationship Associate to manage, retain and develop a portfolio of HNW investors.
Key responsibilities will include: proactively supporting and developing a portfolio of HNW investors with an execution only investment service through web, telephone and face to face meetings, building long term relationship with existing clients, indentifying and developing potential new clients through recommendations and referrals, providing a professional and personalised service for existing clients, developing a strong knowledge of the products and services offered and identifying and completing new sales and cross-sell opportunites.
The successful candidate will have proven sales or relationship management / customer service experience within financial services, ideally within a wealth management or asset management business; a strong knowledge of wealth or investment products and relevant experience of working with HNW clients or individuals. Candidates will also need strong communication skills, be proactive and self-motivated and have excellent project management, adminstrative and organisational skills. Candidates will need to be Level 4 RDR qualified.
Internal Number: 6093642
About Stephen Bell Associates
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