Introducer and wealth relationship manager

  • Full Time
  • Watford, United Kingdom
  • Salary on offer would be up to 15K AED per month if in the UAE, or up to 3300 GBP per month in the UK GBP / Month
  • Salary: Salary on offer would be up to 15K AED per month if in the UAE, or up to 3300 GBP per month in the UK

Website Prestige IFA Jobs

My client in Dubai and the UK  is a borderless IFA practice, designed to help experienced advisers grow their business. Their international advisers operate on a fee and commission basis with no ceiling on earning potential.

Our client is now in the market for an experienced relationship manager at their Watford UK offices. A British national is preferred, or other western anglophone candidates if not.

This would suit an experienced financial services coordinator or BDM looking for a more varied role perhaps. You will be handed existing accounts to manage but the main task will be to identify and close new introducer accounts. They see this as a 70/30 telephone/face-to-face role.  This role could work for someone who is able to manage themselves.


REQUIREMENTS:

  • You speak in a clear articulate English accent with preferably no other discernible accent
  • Previous experience in a Business Development Manager role, preferably in financial services
  • You need to be UK based and be able to work from our client’s offices in Watford.
  • Skilled in using Microsoft Office Suite
  • Excellent communication and people skills
  • Well developed negotiation skills
  • Customer support experience
  • Excellent time management and planning skills
  • You are currently in a telesales or client-facing role: 1 year’s experience
  • You are highly organized
  • Ability to proactively source leads, from the internet, from networking events to using social media and business networking sites
  • Be very motivated with a can-do attitude
  • Have lots of energy
  • Be very friendly with a vivacious, outgoing personality
  • Have a flawless work ethic
  • Have a proven ability to excel beyond targets and deadlines – which is essential to becoming successful in this role

Remuneration:

Salary on offer would be up to 15K AED per month if in the UAE, or up to 3300 GBP per month in the UK

MINIMUM REQUIREMENTS:

This position would best suit experienced female UK / EU candidates as most of the consumers served by my client are typical Western expatriates.  You need to be in a time zone closely aligned to CET Spanish time. Only candidates with existing experience in financial telesales or a client-facing sales role (1+ year minimum experience) will be considered for this role.

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