Private Client Relationship Manager => Relocate to GI
Prestige IFA Jobs
Ioannina, GR
πριν από 1 μέρα
source : Loadjobs

Job Description :

Position : Reports to Managing Director

Job Purpose Summary : To provide on-going logistical support to the Managing Director in the management of existing client relationships and developing new business opportunities.

You have previously worked in client-facing and in telesales and / or in appointment-making roles, preferably within the financial services (financial planning / investments / insurance) industry.

Outstanding, clear articulate English communication skills, both verbal and written, are the most important attributes of the successful candidates.

Experience :

  • Worked in Financial Services for at least 5 years preferably 10 years.
  • Must be well educated with graduate qualifications desirable.
  • Prepared to study to obtain the Diploma in Financial Services Level 4 within 48 months of appointment.
  • Worked in a sales environment with business development experience.
  • Personality : Self-driven, ambitious, energetic, results-oriented, willing to go the extra mile, ethical, with a positive outlook and a clear focus on driving goals.

    A good empathic communicator well presented, businesslike and accountable. Able to get on with others and be a team-player.

    Business and Selling Skills : Must be an excellent face-to-face, telephone and written communicator. Able to demonstrate success and experience at achieving genuine sales targets in financial services environment.

    Organizational Skills : Must be accurate, numerate, able to prioritise work and ensure new business is processed quickly and efficiently.

    Communication Skills : Must be able to communicate clearly with management and colleagues to ensure objectives are achieved.

    Expected to take an active role at team meetings to progress common goals.

    PLEASE NOTE :

    Only candidates with existing experience in financial telesales / coordination (5+ year's experience) will be considered for this role.

    Requirements :

  • Manage a small pool of client relationships on behalf of the Director.
  • Ad hoc tasks to support the Managing Director achieve organizational objectives.
  • Screen all inquiries and help convert prospects into paying customers.
  • Ensure Business Development & Marketing Plans are executed on time, within budget and produce the desired sales outcomes.
  • Assist the Managing Director in the nurturing of existing intermediary relationships and developing new distribution channels.
  • Conduct annual reviews and prepare annual suitability reports on behalf of MD
  • Prepare trading instructions for pool of clients.
  • Ensure all sales and regulatory data is accurately recorded and presented in a timely manner.
  • Work collaboratively with colleagues within the client services team.
  • Benefits :

    Salary range £30K to £40K dependent on experience plus a performance related bonus.

    Skills :

    After-sales, Business Development, Comprehensive Wealth Management

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