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Posted 5 months ago

Join the sales and relationship management team in this forward thinking and innovative international wealth management organisation, with a strong reputation in the marketplace and commitment to ensuring their employees thrive.

During this secondment opportunity you will be responsible for providing excellent service to clients in order to support with the development of profitable new business for the wealth management function.

 Responsibilities will include:

  • Acting as a point of contact to internal partners and clients, providing full expert support and assistance with day-to-day banking and administration requirements

  • Learning about the relationship management sales methodology throughout the life cycle of the client relationship

  • Acting as the first line of defense relating to key activities and ensure any associated requests are dealt with in a compliant manner

  • Delivering an unrivalled client experience and support Relationship Managers in delivering new and sustainable revenues

Experience and skills required:

  • Must have the ability to support effective communication with clients verbally and in writing

  • Able to support the identification and articulation of issues and solutions

  • Excellent organisation skill and attention to detail

  • Experience in a wealth management support role would be desirable

If you’d like to find out more information about this opportunity, please call us on 01534 626777 or email

We are an equal opportunity employer and value diversity at all times.