Wealth Relationship Executive - London, United Kingdom,
Wealth Relationship Executive
The Wealth Relationship Executive (RE) is responsible for proactively supporting, guiding, retaining and developing a portfolio of investors within the Wealth business with assets over £250k. In addition to growing assets under management from this group of investors, the RE is also required to identify and develop new potential investors through referrals from existing clients and supporting any sales campaigns that the business runs.
The job is focused on retaining and growing assets from a given portfolio of clients but will also require mix of sales, relationship, networking and management skills.
Take team responsibility for a group of Wealth investors and actively manage the relationship through customer communication - such as in- and outbound calls, pro-active e-mails, face to face meetings and personal consultations on portfolio planning and asset allocation
Maintain effective, efficient, and compliant records for all personal interactions with clients and prospects.
Skills and experience -
Proven Financial Services sales and service experience - preferably retail
Knowledge and experience of working in a Wealth business preferred
Experience in servicing clients
RDR - Level 4 qualified, and ideally holding IMC
Understanding of risk management and working within a compliant environment
Good investment and industry knowledge
Excellent communication and interpersonal skills
Pro-active and self-motivated
Good administrative and organisational skills