Relationship Manager - Wealth
Mayford James London, United Kingdom
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Posted 3 days ago In-Office Job Permanent Competitive
Our client is an investment office looking to add to their Relationship Management team.
Responsibilities:
1. Understand Client requirements, ensure high level of service and service update.
2. Acquire High Net-worth Clients & mine existing relationships.
3. Provide appropriate investment advice to the clients based on their needs and risk profile in conjunction with the house views on various products and asset classes.
4. Conduct financial need mapping of clients to analyse key parameters including risk profile, asset allocation, investment horizon and liquidity needs.
5. Construct customized portfolio proposals for clients through allocation of client funds into products across debt, equity and other asset classes.
6. Active review and rebalancing of client's AUM through timely buy/sell/hold calls triggered by clients' preferred or recommended allocation.
Requirements:
You will likely possess at least 5 years experience in a similar role and environment. You will be:
1. Target oriented.
2. Able to function efficiently under pressure.
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