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Client Relationship Manager, Cardiff

Hays - Banking
  • UK - South Wales - Cardiff
  • £35000 - £40000 per annum + bens
  • Full-Time Permanent
  • Banking - Retail Banking
  • Hays Banking
  • 22-07-08

Job Description



Client: My client is on of the UK leading banks and looking for a retail banking professional to join its expanding branch network.
Successful candidates must be fully CEMAP and FPC qualified as this is a regulated role .

Job Purpose: 


- Pro-actively develop and build financial planning solutions to meet client needs and grow long-term client relationships.
- Provide excellent service in maintaining and growing client relationships
- Identifies, analyses and recommends products and services to meet agreed client investment objectives and maximises all sales opportunities, utilising the full portfolio of products available
- Ensures sales and service meet code, regulatory, legal and company requirements for sales quality
- Work to set sales targets and have a proven track record from within the retail banking sector All verbal offers of employment are subject to a satisfactory credit check and satisfactory references.
  • Nadine Lock
  • 00186213