Key Responsibilities:

  • Servicing of Clients
  • Relationship building and management
  • Team Management
  • Projects
  • Knowledge Sharing

Key Requirements:

  • Product and Market knowledge; including Equities, FI, Property and Cash
  • Client Knowledge; gaining an in-depth knowledge of the assigned clients business and investment profile
  • Communication Skills; excellent communication skills both internally and externally
  • Teamwork; build and maintain excellent working relationships with the wider distribution team
  • Initiative; able to act decisively, and work unsupervised
  • Act as a mentor; to other Client Management colleagues
  • System skills; excellent knowledge of Salesforce and other CRM systems