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For Companies At a Glance
- Tasks: Build and nurture client relationships while delivering top-notch wealth management services.
- Company: Join one of the UK's largest Wealth Management brands in a vibrant Bristol team.
- Benefits: Generous salary, professional development opportunities, and a supportive work culture.
- Other info: Exciting career progression opportunities in advising or paraplanning roles.
- Why this job: Make a real impact by helping clients achieve their financial goals.
- Qualifications: Strong communication skills and experience in client management; Level 4 qualification preferred.
The predicted salary is between 25000 - 30000 £ per year.
Recruit Wealth represents one of the UK's largest Wealth Management brands and is looking for a Client Manager to join its experienced Bristol operation. The role sits at the centre of the client relationship offering and helps shape how the brand engages with clients, both existing and new.
The role
- Develop client relationships by responding to enquiries from new and existing clients and identifying opportunities to deliver advice and wealth management services. Success will be measured through referrals to advisory teams.
- Engage clients in line with targets and service standards, reacting to incoming queries and proactively contacting existing clients.
- Engage in ongoing professional development, including CDP and relevant qualifications.
- Keep accurate client files and produce management information on client engagement and service delivery via the back-office system.
Skills and capabilities
- Strong interpersonal and communication skills.
- Enjoy building relationships with clients and colleagues across departments.
- Experience of client management, ideally within financial advisory or wealth management, either as a relationship/account manager or in a support role.
- Achieved or close to achieving a Level 4 qualification in investment management or financial planning.
- Good understanding of retail investments and pensions.
- Self-starter, highly organised, able to work well independently, and eager to make things happen.
This role may progress to advising or to paraplanning functions, offering scope for professional development, a generous salary, company benefits, and a professional working culture.
Location: Bristol; Salary: £25,000 - £30,000 per annum; Job type: Permanent; Posted: 09/11/2021
Client Manager in Bristol employer: Recruit Wealth Limited
Contact Detail:
Recruit Wealth Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Manager in Bristol
✨Tip Number 1
Network like a pro! Get out there and connect with people in the wealth management industry. Attend events, join online forums, and don’t be shy about reaching out to potential contacts on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Practice your pitch! When you get the chance to chat with someone about the Client Manager role, make sure you can clearly explain why you’re the perfect fit. Highlight your experience in client management and your passion for building relationships. Keep it casual but confident!
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role. Mention something specific from your conversation to remind them of your great fit for the team. It’s all about keeping that connection alive!
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you land that Client Manager position. Plus, applying directly shows you’re serious about joining our team. Let’s make it happen together!
We think you need these skills to ace Client Manager in Bristol
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter to highlight your experience in client management and wealth advisory. We want to see how your skills align with what we’re looking for, so don’t hold back on showcasing your relevant achievements!
Show Off Your Communication Skills: Since strong interpersonal skills are key for this role, use your application to demonstrate your communication prowess. Whether it’s through clear writing or examples of how you’ve built relationships, let us see that you can engage effectively with clients.
Highlight Your Qualifications: If you’re close to achieving or have already got your Level 4 qualification in financial advice, make sure to mention it! We’re keen on candidates who are committed to their professional development, so share any relevant courses or training you've undertaken.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows us you’re proactive and eager to join our team!
How to prepare for a job interview at Recruit Wealth Limited
✨Know Your Client Management Basics
Before the interview, brush up on your client management skills and experiences. Be ready to discuss specific examples of how you've built relationships with clients and handled their queries. This will show that you understand the core responsibilities of the role.
✨Showcase Your Communication Skills
Since strong interpersonal and communication skills are key for this position, practice articulating your thoughts clearly. Consider doing mock interviews with a friend or family member to refine your responses and ensure you come across as confident and engaging.
✨Demonstrate Your Knowledge of Wealth Management
Familiarise yourself with current trends in wealth management and investment strategies. Being able to discuss these topics during your interview will demonstrate your passion for the industry and your commitment to ongoing professional development.
✨Prepare Questions for Them
Interviews are a two-way street! Prepare thoughtful questions about the company culture, team dynamics, and opportunities for professional growth. This not only shows your interest in the role but also helps you assess if the company is the right fit for you.