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| Job Details: |
Job
Title: |
CLIENT RELATIONSHIP MANAGER - * |
| Reference: |
TL6122 |
| Date
Added: |
07 February 2010 |
| Job
Type: |
Full-Time |
| Key Skills: |
ACCA or ICSA |
| Description: |
Location - Jersey. Role:To maintain a programme of regular client service visits.
Maintaining a programme of regular advisor service visits.
Proactively helping clients to plan for forthcoming key events (annual contributions / exercises / vestings etc).
Project managing the implementation of new client plans / projects.
Ensuring consistent high quality service delivery from other units within the division (via regular liaison with relevant management teams).
Responding to / investigating client queries.
Managing regular investment performance review process to ensure all clients in the portfolio are holding appropriate investments.
Maximising income from the portfolio.
Reviewing fee agreements and renegotiating as appropriate in light of current services delivered.
Liaising with intermediaries to identify opportunities for new work.
Liaising with Private Banking Team / other in-house specialists to ensure that plan participants have access to a full range of services.
Preparing proposal documents for tender.
Presenting services at industry events.
Achievement of annual fee and portfolio growth targets.
KNOWLEDGE AND SKILLS REQUIRED
Hold relevant professional qualification (e.g. ICSA / ACCA).
Excellent client handling skills - experience of dealing with corporate clients advantageous.
Ability to understand and interpret legal documents (trust deeds etc.).
Ability to understand and interpret complex company / trust structures.
Excellent telephone manner.
Completer/finisher - ability to see tasks through to the end.
Excellent presentational skills.
Good time management skills.
Ability to priorities effectively.
Ability to work to tight deadlines and under pressure.
Strong management skills.
Good team player.
Willingness to work longer hours when required.
Flexible.
Motivation of others.
Competent IT skills with sound knowledge of spreadsheet / database use |
| Location: |
* |
| Salary: |
£45000 - £55000pa |
| Contact Name: |
Tony Lovegrove |
| Company: |
Wilde Associates |
| Telephone: |
01908 500810 |
| Fax: |
01908 500811 |
| Website: |
Visit advertisers website |
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