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    Associate | Client Management

    Joining a globally recognised wealth management organisation, you will be responsible for providing excellent service to clients in order to support your client team in the development of profitable new business for the wealth management side of the organisation.

    Responsibilities will include:

    • Delivering an unrivalled client experience and supporting Relationship Managers in delivering new and sustainable revenues
    • Acting as a point of contact to clients and providing full expert support within the client team
    • Assisting in the planning/implementing investments and other service offerings and the day-to-day administrative support of the clients’ portfolios
    • Overseeing the coordination of investment dealing, banking and administration requirements
    • Adhering to all internal policies and procedures including the regulatory requirements on a day-to-day basis to ensure business requirements are being met at all times
    • Developing relationships and liaising regularly with business partners/product specialists by providing timely feedback about training needs to enhance and support client service

    Experience and skills required:

    • Solid experience in wealth management support role or similar
    • Excellent client service skills
    • Ability to support the effective communication with clients, to support the identification and articulation of issues and solutions
    • Interest in developing business development skills
    • Experience working within a matrix organisation – managing internal relationships and influencing partners
    • A desire to complete professional qualification

    If you’d like to find out more information about this opportunity, please call us on 01534 626777 or email jobs@rowlands.co.uk

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

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    Associate | Client Management
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