Relationship Manager - Priority
Key Responsibilities:
- Client Relationship Management: Develop and maintain strong relationships with priority clients, understanding their financial needs and providing tailored banking solutions.
- Financial Advisory: Offer expert advice on a range of financial products and services, including investments, insurance, and wealth management, to help clients achieve their financial goals.
- Portfolio Management: Monitor and manage clients' portfolios, ensuring optimal performance and alignment with their financial objectives.
- Client Acquisition: Identify and acquire new high-net-worth clients through networking, referrals, and targeted marketing initiatives.
- Compliance: Ensure all client interactions and transactions comply with regulatory requirements and internal policies, maintaining the highest standards of integrity and professionalism.
- Market Insights: Stay updated with market trends, economic developments, and regulatory changes to provide informed advice and maintain a competitive edge.
FAQs
Congratulations, we understand that taking the time to apply is a big step. When you apply, your details go directly to the consultant who is sourcing talent. Due to demand, we may not get back to all applicants that have applied. However, we always keep your CV and details on file so when we see similar roles or see skillsets that drive growth in organisations, we will always reach out to discuss opportunities.
Yes. Even if this role isn’t a perfect match, applying allows us to understand your expertise and ambitions, ensuring you're on our radar for the right opportunity when it arises.
We also work in several ways, firstly we advertise our roles available on our site, however, often due to confidentiality we may not post all. We also work with clients who are more focused on skills and understanding what is required to future-proof their business.
That's why we recommend registering your CV so you can be considered for roles that have yet to be created.
Yes, we help with CV and interview preparation. From customised support on how to optimise your CV to interview preparation and compensation negotiations, we advocate for you throughout your next career move.