Our client is seeking a Priority Relationship Manager to join their dynamic team. This role is perfect for individuals who are passionate about providing exceptional service, expert solutions and unique benefits tailored to help customers achieve their financial priorities. The successful candidate will have the opportunity to work in a supportive and inclusive environment, where they can utilise their diverse investment knowledge and strong interpersonal skills.
As a Priority Relationship Manager, your role will be pivotal in managing priority clients within the financial industry. You will be responsible for providing exceptional service, expert solutions and unique benefits tailored specifically to each client's needs. Your diverse investment knowledge will allow you to offer concise and consolidated views of market events, enabling you to give appropriate recommendations and guidance to clients. Your strong interpersonal skills will ensure effective communication with people at all levels within the organisation. Furthermore, your ability to work collaboratively within a team, showing initiative and assertiveness when necessary, will contribute significantly to your success in this role.
- Manage priority clients within the financial industry
- Provide exceptional service, expert solutions and unique benefits tailored to clients' needs
- Offer concise and consolidated views of market events
- Give appropriate recommendations and guidance to clients based on market views
- Communicate effectively with people at all levels within the organisation
- Work collaboratively within a team, showing initiative and assertiveness when necessary
What you bring:
The ideal candidate for the Priority Relationship Manager role brings 3-10 years of experience in the financial or banking industry, specifically in managing Priority clients. They possess diverse investment knowledge which allows them to offer a concise and consolidated view of events, giving appropriate recommendations and guidance to clients. Their strong interpersonal and communication skills enable them to deal effectively with people at all levels within an organisation. They are a team player who shows initiative and assertiveness when necessary. Holding an AAJI & WPPEP certification is also required for this role.
- 3-10 years experience in the financial or banking industry
- Experience in managing Priority clients
- Diverse investment knowledge
- Ability to offer concise and consolidated views of market events
- Strong interpersonal and communication skills
- Ability to deal with people of all levels within an organisation
- Team player with good initiatives & assertiveness
- Hold AAJI & WPPEP certification
What sets this company apart:
Our client is renowned for its commitment towards providing exceptional service, expert solutions and unique benefits tailored specifically for their customers. They foster an inclusive environment that values diversity, collaboration, and the personal growth of their employees. They are committed to providing flexible working opportunities and generous pensions contributions, making them an employer of choice within the financial industry.
Due to the high volume of applications we are experiencing, our team will only be in touch with you if your application is shortlisted.
