At a Glance
- Tasks: Be the friendly face of client journeys and manage relationships with clients.
- Company: Join Manchester's fastest-growing Independent Financial Advisory firm.
- Benefits: Competitive salary, full-time role, and a chance to make a real impact.
- Other info: Exciting growth opportunities in a fast-paced setting.
- Why this job: Thrive in a dynamic environment where your work truly matters.
- Qualifications: Excellent communication skills and experience in recruitment or sales preferred.
The predicted salary is between 28000 - 32000 £ per year.
Join Manchester's fastest-growing and most exciting Independent Financial Advisory (IFA) firm! They're looking for a Client Relationship Manager to be the friendly, professional face of the client journey. This role will suit someone who thrives on building relationships, staying organised, and delivering outstanding service.
What you'll be doing:
- Act as the first point of contact for new and existing clients
- Make outbound service calls (30-50 per day, 5-10 mins average) to understand client needs
- Manage diaries for Junior Advisors and IFAs to ensure smooth scheduling
- Oversee the customer onboarding process and maintain regular touchpoints throughout the journey
- Collaborate with internal teams to ensure a seamless client experience
What we're looking for:
- Excellent communication skills - warm, clear, and confident
- A background in recruitment, account management, or sales is ideal
- Strong time management and attention to detail
- Ability to stay organised while managing a high call volume
Location & Salary:
Manchester City Centre office
£28,000 - £32,000 base salary
Permanent, full-time position
Ready to play a key role in a fast-paced, ambitious environment where your work truly makes a difference? Apply now and be part of the exciting growth journey!
Client Relationship Manager in Manchester employer: Robert Walters
Join a dynamic and rapidly expanding Independent Financial Advisory firm in the heart of Manchester City Centre, where your role as a Client Relationship Manager will be pivotal in shaping exceptional client experiences. With a strong emphasis on professional development, a supportive work culture, and competitive salary packages, this company offers a unique opportunity to thrive in a collaborative environment that values relationship-building and outstanding service. Be part of a team that not only prioritises your growth but also celebrates the impact you make in the lives of clients every day.
StudySmarter Expert Advice🤫
We think this is how you could land Client Relationship Manager in Manchester
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Robert Walters. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Client Relationship Manager in Manchester
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Robert Walters.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Robert Walters's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Robert Walters
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Robert Walters.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Robert Walters will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Robert Walters employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
