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Relationship Manager

  • Location

    Guildford

  • Sector:

    Wealth Management

  • Job type:

    Permanent

  • Salary:

    £22000 - £250000 per annum, Benefits: Benefits

  • Contact:

    George Smith

  • Contact email:

    george.smith@bwd-search.co.uk

  • Contact phone:

    01132743000

  • Job ref:

    Northwich

  • Published:

    over 1 year ago

  • Duration:

    n/a

  • Expiry date:

    2017-11-22

  • Startdate:

    2017-10-25

Relationship Manager – Northwich
Up to £25k + Discretionary Bonus + Benefits

A leading merchant bank is looking to hire a Client Relationship Manager to work out of the  Northwich office.

The bank provides wealth management, deposit-taking, lending and security trading services to a variety of companies within the UK.

This role is both a support and administration role and is therefore perfect for an administrator who would like to take their next step into a more ‘hands-on’ role.

This role will require you to:
  • Be the main point of contact for all Client / IFA telephone queries
  • Review Client / IFA fee structures & commissions in response to queries
  • Liaise with 3rd party providers
  • Build rapport with Clients / IFA’s
  • Process of new business
  • Process withdrawal requests
The ideal candidate will:
  • Have worked in a Financial Services environment previously
  • Have good communication skills both verbal & written
  • Be able to multi-task
  • Have excellent record keeping & organisation skills
  • Be a team player