Client Relationship Manager

Banking and Financial


RecruitGibraltar are currently helping our client one of the best known and highly regarded companies within the financial services industry to find a Client Relationship Manager, effectively managing the diverse needs of private clients and developing new business opportunities.

What will the Client Relationship manager do?
Prepare client agreements
Produce weekly prospects report for the managing director
Produce monthly new business report for managing director
Administrator for websites
Manage small portfolio of own clients and on behalf of MD
Maximising business development and in a timely manner
Trading for all clients
Conduct annual reviews on behalf of MD
Responsible for dealing with Certified Partners for project delivery
Knowledge with InfusionSoft
Provide business support where needed

What experience will the Private Client Relationship Manager have?
Worked in the financial services for at least 5 years, preferably 10
Worked in a sales environment with business development
Organizational objectives
Self Driven
Willing to go the extra mile
Good communicator, face to face, telephone and written.
Team player

Salary 30K - 38K plus benefits

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