Client Relationship Manager
Core
Support a Senior Financial Planner in implementing financial strategies for clients, ensuring knowledge of client circumstances remains current and delivering advice within time constraints.
Role type
Client Relationship Manager (Advisory Support)
Builds
Financial advice strategies and client engagement outcomes
Domain
Financial Advice / Wealth Management
Deliverable
client delivery
Required skills
Customer service, relationship building, financial strategy implementation, autonomous work, time management
Preferred skills
Learning and development, alignment with firm vision
Technologies
Integrated platforms and tools
Responsibilities
Work alongside a Senior Financial Planner to implement financial strategies, complete set tasks within time constraints, maintain current knowledge of client circumstances, form good client relationships