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Relationship Client Manager - Corporate Banking, West Midlands
- UK - West Midlands
- £40000 - £45000 per annum + Car Ownership Scheme, Company Pension
- Full-Time Permanent
- Financial Services - Retail Banking
- Hays Insurance & Financial Services
- 01-07-08
Job Description
Our client is a specialist business within one of the UK's largest and most successful financial services groups. Their Client Managers write more business than any other comparative organisation; a tribute to the quality of their proposition but fundamentally supported by the quality of our people. They are currently seeking a Client Manager for the Birmingham area
The Client Manager is a regulated financial advisor role, able to provide advice on protection, pensions, savings, investments, inheritance tax planning, pension transfers and drawdown. You are likely to deal with High Net Worth clients with high levels of assets or high levels of disposable income. As a result of providing more complex financial advice, you will be supported to complete the Diploma in Financial Planning.
You will work closely with Corporate introducers from which you will generate your lead flow from. Excellent access to market.
You will ;
- Maximise every opportunity
- Recognise that every lead is vital
- Have strong networking and negotiation skills
- Have experience of dealing with High Net Worth and High Value Corporate Customers
- Powerful influencing skills required
- Build productive relationships with introducers to ensure lead flow
- Self generate leads from own resources
- Ensure high standards of service to clients and all sales activities are geared to long-term client relationships
The Client Manager is a regulated financial advisor role, able to provide advice on protection, pensions, savings, investments, inheritance tax planning, pension transfers and drawdown. You are likely to deal with High Net Worth clients with high levels of assets or high levels of disposable income. As a result of providing more complex financial advice, you will be supported to complete the Diploma in Financial Planning.
You will work closely with Corporate introducers from which you will generate your lead flow from. Excellent access to market.
You will ;
- Maximise every opportunity
- Recognise that every lead is vital
- Have strong networking and negotiation skills
- Have experience of dealing with High Net Worth and High Value Corporate Customers
- Powerful influencing skills required
- Build productive relationships with introducers to ensure lead flow
- Self generate leads from own resources
- Ensure high standards of service to clients and all sales activities are geared to long-term client relationships
- Gareth Durante
- 187046
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