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For Companies At a Glance
- Tasks: Drive growth by building relationships with high-net worth clients and delivering tailored financial solutions.
- Company: Join a dynamic firm focused on shaping the future of private client services.
- Benefits: Competitive salary, professional development, and opportunities for career advancement.
- Why this job: Be part of an exciting growth journey and make a real impact in clients' financial lives.
- Qualifications: Exceptional communication skills and a passion for building lasting client relationships.
- Other info: Fast-paced environment with a focus on continuous learning and adapting to market trends.
The predicted salary is between 36000 - 60000 £ per year.
Drive Growth. Build Relationships. Shape the Future. Join us as a Private Client Sales & Relationship Manager and play a key role in the next stage of our growth journey. With ambitious targets to exponentially grow our UK Private Clients business over the next five years, we are looking for exceptional people to help make it happen.
In this role, you will:
- Win new business and build a portfolio of high-net worth clients.
- Partner with clients to deliver solutions that meet their complex and evolving financial needs.
- Shape our proposition and influence how we serve the next generation of private clients.
We're in growth mode — and are looking for driven, commercially minded professionals with a proven record of developing relationships and generating new business. You don't need to come from financial services; what matters most is your ability to connect, influence and deliver results.
Responsibilities
- Client Engagement: Develop and implement a proactive client engagement plan designed to maximise sales opportunities and increase income through face-to-face interactions. Regularly review and refine your engagement plan to identify missed opportunities for strengthening client relationships and driving sales. Create strategies that deliver exceptional client experiences, ensuring Investec remains top-of-mind for all their financial needs.
- Sales Strategy & Execution: Gain in-depth knowledge of Investec's product offerings, including Private Client products and our partnership with Rathbones Group, to effectively position solutions that meet client needs. Collaborate with your team leader to continuously develop and enhance your client engagement strategies, ensuring you connect with as many clients as possible. Drive growth in your client portfolio through targeted sales campaigns and initiatives. Work closely with offshore banking teams (IBCI, IBSAG) and other onshore client groups to share best practices and enhance sales effectiveness.
- Performance Management: Meet and exceed performance outcomes outlined in your performance framework, focusing on both quantitative sales targets and qualitative relationship-building metrics. Continuously assess your performance and identify areas for improvement, including contact strategies, pitching techniques, referral generation, and converting leads into transactions. Commit to ongoing learning and development by collaborating with your team leader to identify skills gaps and co-create plans to address them.
- Data, Analytics, and Market Insights: Take ownership of your client data and leverage CRM tools to drive sales performance and client engagement. Stay informed about market trends and economic factors that may create new sales opportunities, ensuring you can effectively engage with clients.
Required Skills
- Exceptional Communication Skills: Ability to articulate ideas clearly and persuasively to clients.
- Time Management & Attention to Detail: Strong organisational skills to manage multiple client relationships effectively.
- Energetic Self-Starter: Motivated by direct client interactions and passionate about solving their financial challenges.
- Commercial Acumen: Ability to influence client decisions and drive sales outcomes.
- Rapport Building: Skilled at establishing trust and rapport with clients to foster long-term relationships.
- Resilience & Adaptability: Committed to continuous learning and adapting to changing market conditions.
- Empathy & Emotional Intelligence: Understanding client needs and responding appropriately.
- Market Knowledge: Good awareness of economic, geopolitical, and industry trends that impact clients.
Relationship Manager - Private Clients in London employer: Investec
Contact Detail:
Investec Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Relationship Manager - Private Clients in London
✨Tip Number 1
Network like a pro! Attend industry events, join relevant online forums, and connect with people on LinkedIn. The more relationships you build, the better your chances of landing that dream job.
✨Tip Number 2
Be proactive in reaching out to potential employers. Don’t just wait for job postings; send them a message expressing your interest in their company and how you can add value. It shows initiative and can set you apart from the crowd.
✨Tip Number 3
Prepare for interviews by researching the company and its culture. Tailor your responses to show how your skills align with their goals, especially in building client relationships and driving growth. We want to see your passion!
✨Tip Number 4
Don’t forget to follow up after interviews! A simple thank-you email can leave a lasting impression and keep you top-of-mind. Plus, it’s a great opportunity to reiterate your enthusiasm for the role.
We think you need these skills to ace Relationship Manager - Private Clients in London
Some tips for your application 🫡
Show Your Personality: When writing your application, let your personality shine through! We want to see who you are beyond your qualifications. Use a friendly tone and share your passion for building relationships and driving growth.
Tailor Your Application: Make sure to customise your application for the Relationship Manager role. Highlight your experience in client engagement and sales strategies, and connect your skills to what we’re looking for. This shows us you’ve done your homework!
Be Specific with Examples: We love hearing about your past successes! Use specific examples to demonstrate how you've built relationships and driven results in previous roles. This helps us understand how you can contribute to our growth journey.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy to navigate!
How to prepare for a job interview at Investec
✨Know Your Client Engagement Strategies
Before the interview, brush up on effective client engagement strategies. Be ready to discuss how you would implement a proactive plan to maximise sales opportunities and enhance client relationships. Show that you understand the importance of tailoring your approach to meet the unique needs of high-net-worth clients.
✨Demonstrate Your Commercial Acumen
Prepare examples that showcase your ability to influence client decisions and drive sales outcomes. Think about past experiences where you successfully built relationships and generated new business. This will help you illustrate your commercial mindset during the interview.
✨Showcase Your Communication Skills
Exceptional communication is key for this role. Practice articulating your ideas clearly and persuasively. You might even want to role-play common client scenarios with a friend to refine your pitch and ensure you can convey complex financial solutions in an easily digestible way.
✨Stay Informed About Market Trends
Research current economic, geopolitical, and industry trends that could impact private clients. Being knowledgeable about these factors will not only impress your interviewers but also demonstrate your commitment to understanding the market and your clients' needs.
