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Relationship Manager

Relationship Manager

Job Title: Relationship Manager
Contract Type: Permanent
Location: Guildford
Industry:
Salary: £22000 - £250000 per annum, Benefits: Benefits
Start Date: 2017-10-25
Reference: Northwich
Contact Name: George Smith
Contact Email: george.smith@bwd-search.co.uk
Job Published: October 25, 2017 13:30

Job Description

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