Senior Relationship Manager [Private Clients]
Job details
Location:
London Date Posted:
28 February 2024 Category:
Distribution Job Type:
Permanent Job ID:
Competitive Description
An exciting position has arisen to join a growing team at a reputable
private wealth management firm
as a
Senior Relationship Manager . This is an excellent opportunity for candidates wishing to expand their network within an
international client base , working across a wide range of public and private assets. Key Responsibilities: Support
existing
and develop
new
relationships
with private clients. Develop a complete understanding of
client’s
business ,
objectives ,
goals , and
market challenges , ensuring the relationship plan is
consistent . Educate clients on
emerging trends ,
market outlooks ,
issues , and
regulatory/tax changes . Work effectively with
internal stakeholders
across the firm to agree on objectives of planned engagement with clients. Gather and
review investor feedback
to assess opportunities to
improve client experience
and
satisfaction . Candidate Profile: Minimum
8 years’
experience working closely and building relationships with
private clients . CFA
and/or
CISI Level 6
highly desirable. Excellent organisation and planning ability. Strong presentation and communication (verbal and written) skills. Mason Blake acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. Mason Blake is an equal opportunities employer and welcomes applications regardless of sex, marital status, ethnic origin, sexual orientation, religious belief, or age. Apply for this job #J-18808-Ljbffr
Job details
Location:
London Date Posted:
28 February 2024 Category:
Distribution Job Type:
Permanent Job ID:
Competitive Description
An exciting position has arisen to join a growing team at a reputable
private wealth management firm
as a
Senior Relationship Manager . This is an excellent opportunity for candidates wishing to expand their network within an
international client base , working across a wide range of public and private assets. Key Responsibilities: Support
existing
and develop
new
relationships
with private clients. Develop a complete understanding of
client’s
business ,
objectives ,
goals , and
market challenges , ensuring the relationship plan is
consistent . Educate clients on
emerging trends ,
market outlooks ,
issues , and
regulatory/tax changes . Work effectively with
internal stakeholders
across the firm to agree on objectives of planned engagement with clients. Gather and
review investor feedback
to assess opportunities to
improve client experience
and
satisfaction . Candidate Profile: Minimum
8 years’
experience working closely and building relationships with
private clients . CFA
and/or
CISI Level 6
highly desirable. Excellent organisation and planning ability. Strong presentation and communication (verbal and written) skills. Mason Blake acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. Mason Blake is an equal opportunities employer and welcomes applications regardless of sex, marital status, ethnic origin, sexual orientation, religious belief, or age. Apply for this job #J-18808-Ljbffr
