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Posted about 1 month ago

A great opportunity to join a dynamic, collaborative, progressive, and high performing team, in a client-facing role.

Within this role, you will ensure an excellent service is provided to clients at all times and their needs are met, in order to support the development of new business opportunities.

If you have a track record in delivering an excellent client experience and have a desire to transfer these skills to a wealth management role, this could be the role for you!

Responsibilities will include:

  • ​Acting as a point of contact for internal partners and colleagues with queries regarding day to day banking and administration requirements​

  • Building strong knowledge of the lifecycle of a client relationship, including understanding relationship management methodologies and how to build trust​

  • Assisting with support requests and acting as a point of escalation to resolve potential risk issues​

  • Ensuring regulatory requirements are met at all times​

  • Providing feedback to colleagues on training needs to enhance and support client service and processes​

Experience and skills required:

  • ​Previous experience building relationships with clients ​

  • Experience managing internal working relationships and influencing partners​

  • Good organisational skills and attention to detail​

  • Ability to work well within a team and independently using own initiative​

  • Strong written and verbal communication skills​

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.