Product Features
Blog
Contact Us
Sign In
Pearson Whiffin Recruitment Ltd
,
West Malling, Kent
Senior Private Client Manager - Financial Services
|
|
Job Type: Full-time |
|---|---|
|
|
Salary: £50,000 per annum |
Overview
Senior Private Client Manager - Service Lead - Financial Services £50k DOE Kent/London (travel between) Pearson Whiffin are delighted to be representing a market leading social enterprise in the search for a Senior Manager to lead a pivotal team within the Private Client side of their business. This role is ideal for an experienced Financial Services professional with a background within the UHNW/Private client market, looking to step into a values led organisation to use their expertise within a commercially run business who contribute to society in a tangible way. Duties include: In collaboration with colleagues contribute to the development of and then lead the service implementation strategy including use of CRM, work-flow and management of complex tasks Drive, co-ordinate and ensure delivery of service excellence across the team to ensure highest standards of client services Identify, grow and develop the HNW and UHNW client base and raise awareness of service offerings Direct responsibility for active management of a number of wealthy clients Extensive client management and account management duties with a view to growth Developing new relationships where possible Driving performance within the team Working with Head of Private Clients Proactive management of direct reports Developing outstanding relationships with all stakeholders The right candidate will have/be: An experienced Financial Services professional with demonstrable experience in the UNHW/HNW market Knowledge and understanding of investments, donations and tax products and services A leader, able to influence, negotiate and make decisions A strategic thinker Impeccable interpersonal skills Ideally some experience and exposure to Philanthropic projects Flexible and reliable, with the ability to travel where necessary Experience developing relationships with tax advisory and wealth management businesses An interest in working for a values led organisation This is a rare and exciting opportunity for a Senior Financial Services professional to join an unrivalled market leader within their field. Please contact Emily Powell, Head of Business Support at Pearson Whiffin Recruitment directly on / or apply online for immediate consideration. This role is being handled by Emily Powell, Head of Business Support for Pearson Whiffin Recruitment.