North Oak Recruitment is seeking a Senior Client Relationship Manager for a Leicester-based role in a prestigious wealth management firm. The successful candidate will manage a portfolio in collaboration with Wealth Management Consultants, ensuring client needs are met and meetings are well-prepared.
The role requires strong financial services knowledge, 4-5 years experience, and outstanding client service.
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Senior Client Relationship Manager, Wealth Management in Coventry employer: North Oak Recruitment
Join a dynamic and growing independent financial planning company in Nottinghamshire, where your role as a Financial Services Administrator will be pivotal in supporting our dedicated advisers. We pride ourselves on fostering a collaborative work culture that values professional development, offering comprehensive training and a full benefits package to ensure you thrive in your career within wealth management. With a commitment to client-focused service, you'll enjoy a rewarding environment that encourages growth and excellence.
