Investment Relationship Manager
1 week ago
An Investment Associate will work closely with an Associate Director/Director to develop long-term client relationships.
- Identify revenue potential and opportunities to cross-sell services;
- Analyse existing client relationships, and categorise whether they are managed appropriately;
Key responsibilities include executing engagement plans for each advisory relationship and managing MI relating to client relationships.
Excellent communication and presentation skills are essential for effective service delivery.
Required Skills and Qualifications- Bachelor's or Master's degree in a Business-related area;
- 2-3 years' experience in the industry;
- APA Savings & Investments qualification;
- High proficiency in Microsoft Office applications, particularly Excel, Word, and PowerPoint;
- Proficient in CRM software;
- Commitment to further education and continuous learning;
- Demonstrable interest and understanding of investments;
- Strong client focus;
- Excellent attention to detail;
- Ability to prioritise own workload.
A range of benefits and experiences support professional and personal growth, whatever the career stage.
- Competitive salary;
- Annual performance-related discretionary bonus;
- Flexible working options;
- Employee assistance programme;
- Enhanced leave options.
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