Our client a leading specialist in their industry are looking for a Client Relationship Manager to join their team.
This is a full time office based role with no hybrid working.
The role will be within the Administration department and the ideal candidate will have previous work experience in financial services, with good attention to detail and the desire to learn a variety of processing tasks in a busy office environment.
The Wealth/Relationship Manager is a trusted advisor, helping clients achieve financial goals through wealth planning advice, investment and credit solutions, and banking services.
The role involves understanding client needs and providing bespoke advice to help them reach their financial and lifestyle ambitions.
Key Responsibilities
Achieve personal objectives and assist in meeting team targets for new clients, investable assets, credit, and wealth planning revenue.
This is great opportunity for a senior level Client Relationship Manager/Account Manager to join the Sales & Marketing team of a growing commercial business in Richmond.
The role is a mix of coordination and soft sales activity where you will be engaging repeat contacts, developing promotional plans in conjunction with clients and maximising sales activity.
This is a true customer support and renewals role, and you will be managing large accounts across the UK and internationally, primarily within EdTech.
As an experienced account manager, you will manage a portfolio of clients including large commercial companies and non profits, to local charities and businesses our client currently supplies services to.
They are currently looking to expand their Client Relationship team to better service their existing portfolio of exciting clients that do fantastic work within the charity sector.
They are a leading, nationwide, direct sales network with associated offices all over the UK and worldwide.
We are looking for a Client Servicing Lead for our client based in London.
You will be joining a well-established Wealth Management firm, a partner practice of SJP (St. James Place) and will play a crucial role in ensuring regular contact with clients and facilitating meetings with Advisers to review their accounts.
Responsibilities
Proactively schedule and book client review meetings with the MD, ensuring that all clients are contacted regularly and meet with the MD at least once a year.
An industry-leading international/foreign bank based within central London is looking for someone to join their dynamic team as a Relationship Manager.
Your new company
This bank is one of the top 20 international banks and has a large established presence within London and the United Kingdom.
Our client, one of the UK's leading independent providers of Financial Services to businesses requires a Relationship Manager to join their growing team.
You will be the primary point of contact for clients, managing the day to day portfolio and maintaining strong client service levels whilst effectively managing risk, ensuring profitability and maximising revenue.
You will be responsible for the day to day management of a portfolio of invoice finance clients whilst undertaking regular client facility reviews.