09 Oct 2019

Associate, Client Management Team - Sales & Relationship Management

Ref 32685

A leading bank is seeking an Associate, to join their Client Management Team to be responsible for providing excellent service to clients in order to support the Client Team in the development of profitable new business for Wealth Management.

Key duties: 

  • Deliver an excellent client experience and support Relationship Managers in delivering new and sustainable revenues in line with the Sales & Relationship Management  Sales Methodology
  • Act as a point of contact to clients and provide full expert support within the client team; assisting in the planning/implementing investments and other service offerings and the day-to-day administrative support of the clients’ portfolios; overseeing the coordination of investment dealing, banking and administration requirements
  • Develop relationships and liaise regularly with business partners / product specialists; support the Associate Directors by providing timely feedback about training needs to enhance and support client service and by identifying inefficiencies to internal processes and making appropriate recommendations to rectify them 

Applicants must have solid experience in Wealth Management Support role or similar, have polished client service skills, have effective communication skills, have experience working within a matrix organisation and have the desire to complete an professional qualification.


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