At a Glance
- Tasks: Manage client enquiries and lead generation initiatives to drive growth.
- Company: Join Quilter, a leading wealth management firm with over 250 years of expertise.
- Benefits: Enjoy competitive salary, flexible benefits, and a supportive work environment.
- Other info: Collaborative culture focused on diversity, inclusivity, and continuous development.
- Why this job: Be the first point of contact for clients and make a real impact on their financial journeys.
- Qualifications: Experience in client engagement and understanding wealth management is a plus.
The predicted salary is between 40000 - 50000 € per year.
Fixed Term Contract Duration - 4 Months
About the Business
Quilter Cheviot has been the wealth manager of choice for individuals and families for over 250 years and today is one of the UK's largest wealth management firms offering expert discretionary investment management and financial advice. We offer a highly personalised wealth management offering to private clients, charities, trustees, and professional partners with straightforward or more complex financial needs. We have presence throughout the UK, Ireland, Dubai and Channel Islands.
About the Role
Level: 3 Department: Marketing Location: London (Hybrid) Contract: Fixed Term Contract
The team are responsible for defining and executing key growth initiatives to drive value for clients and shareholders. This role is central to the management and delivery of these growth objectives, helping us mature our approach to executing lead generation initiatives and managing new client enquiries. The candidate will need to be comfortable engaging with prospective clients (inbound & outbound), identifying their high-level objectives and evaluating the best way to support them, before then introducing suitable potential clients to relevant front office experts.
The role requires the candidate to collectively work with central and front office teams to develop feedback loops focused on continuous development, good client outcomes and ensuring tangible return on investment. The candidate will also be working collaboratively to manage associated 'nurturing' activities to support potential new clients who might not be ready for our services yet. This is a great opportunity to help us evolve and scale our new client generation activities.
About the Role & Responsibilities
The prospective client triage manager is the first point of contact for prospective clients. You are client focused, taking pride in providing an excellent client experience. You will be skilled at building trust to gain a good understanding of a client's needs, circumstances and how our services might benefit them. Your day-to-day role will include:
- Managing new inbound enquiries from prospective clients, from multiple lead generation sources
- Managing new outbound opportunities, engaging with prospective clients who have registered interest in our services and/or events with a view to booking a meeting with a Financial Planner
- Completing complimentary, non-advice initial consultations with prospective clients, being able to draw out information pertaining to their financial situation and needs
- Managing the execution of effective nurturing campaigns through outbound calling, email communication and newsletters, tracking the success of each campaign
- Arranging meetings and supporting prospective clients up to their meeting with a Financial Planner
- Work with the broader commercial and marketing team to ensure robust and valuable MI is captured and correctly recorded, identifying areas for improvement and demonstrating/tracking ROI
About You
- Financial Planning and/or Investment Management qualifications desirable
- Experience working with enquiries/clients, demonstrating an ability to understand wealth management propositions and typical client objectives
- Familiarity with lead generation initiatives and strategic growth plans
- Need to bring ownership to drive development and value
- Excellent communication and listening skills, able to build rapport, identifying needs and requirements from prospective clients
- Focused on delivering exceptional client service
- Strong collaboration skills
- Self-motivated and highly driven
- Proactive
- Organised and efficient
- Detail orientated
Inclusion & Diversity
We value diversity and strive to promote inclusivity in all aspects of our culture. We believe in equal opportunities for all, ensuring that no applicant encounters less favourable treatment based on anything but their skills, qualifications, experience, and potential. We celebrate the unique contributions of a diverse workforce and create a respectful, nurturing environment where every colleague can thrive.
Values
- Do the right thing: We act with integrity and are proudly committed to going above and beyond in service of our clients and the support we provide our communities.
- Always curious: We continuously seek new ideas and knowledge so we're one step ahead of our clients' needs.
- Embrace challenge: We aim high to transform our potential into meaningful outcomes.
- Stronger together: Combining our diverse talents, we accomplish more collectively than we ever could do alone.
Core Benefits
- Holiday: 182 hours (26 days)
- Quilter Incentive Scheme: All employees are eligible to participate in incentive scheme, to incentivise business performance and their contribution.
- Pension Scheme: A non-contributory company pension scheme that can be boosted through personal contributions.
- Healthcare Cash Plan: Jersey employees only.
- Benefit Allowance: A cash benefit allowance is payable in lieu of some of our core benefits.
Client Lead Triage Manager - Quilter in London employer: Quilter
Quilter Cheviot is an exceptional employer, offering a dynamic work environment in London that fosters collaboration and innovation. With a strong commitment to employee growth, we provide extensive training opportunities and a supportive culture that values diversity and inclusivity. Our comprehensive benefits package, including a generous holiday allowance and participation in the Quilter Incentive Scheme, ensures that our team members are rewarded for their contributions while enjoying a healthy work-life balance.
StudySmarter Expert Advice🤫
We think this is how you could land Client Lead Triage Manager - Quilter in London
✨Tip Number 1
Network like a pro! Reach out to your connections on LinkedIn or attend industry events. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Practice your pitch! Be ready to explain who you are and what you bring to the table in a concise and engaging way. This will help you make a great first impression when meeting potential employers.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in showing your appreciation and keeping you top of mind for the hiring team. Plus, it’s a chance to reiterate your interest in the role.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take that extra step!
We think you need these skills to ace Client Lead Triage Manager - Quilter in London
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Client Lead Triage Manager role. Highlight your experience in client management and lead generation, as these are key aspects of the job. We want to see how your skills align with our needs!
Showcase Your Communication Skills:Since this role involves engaging with prospective clients, it's crucial to demonstrate your excellent communication abilities. Use clear and concise language in your application, and maybe even share examples of how you've built rapport with clients in the past.
Highlight Your Proactivity:We love candidates who take initiative! In your application, mention any instances where you've proactively identified client needs or improved processes. This will show us that you're self-motivated and ready to drive development in our team.
Apply Through Our Website:Don't forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it gives you a chance to explore more about Quilter and what we stand for.
How to prepare for a job interview at Quilter
✨Know Your Client Needs
Before the interview, take some time to research common client needs in wealth management. Understand how Quilter Cheviot addresses these needs and be ready to discuss how you can contribute to enhancing client experiences.
✨Showcase Your Communication Skills
As a Client Lead Triage Manager, strong communication is key. Prepare examples of how you've successfully engaged with clients in the past, focusing on your ability to build rapport and understand their objectives.
✨Demonstrate Proactivity
Quilter values self-motivated individuals. Think of instances where you've taken the initiative to drive growth or improve processes. Be ready to share these examples to show how you can bring ownership to the role.
✨Prepare for Collaborative Scenarios
Since the role involves working with various teams, think about times when you've collaborated effectively. Be prepared to discuss how you can contribute to nurturing campaigns and feedback loops that enhance client outcomes.
