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Our client is a global firm with a successful Wealth Management business. They are seeking to hire a Relationship Executive to support the management, retention and development of 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 ideally be Level 4 RDR qualified (although this is not essential) and have experience in a sales or relationship management or customer service role with a wealth management or similar business. Candidates will also need strong communication skills, be proactive and self-motivated and have excellent project management, adminstrative and organisational skills.