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Senior Client Relationship Manager

  • Permanent

William Rose Associates are currently partnering with an established Financial Services firm based in London, which is looking for a Senior Client Relationship Manager.

ESSENTIAL SKILLS | Senior Client Relationship Manager

  1. 5 years+ relevant Institutional Client Relationship Management experience ideally from the Platform/Wealth Management or Investment Management industry.
  2. Highly effective communicator with both external clients and internal stakeholders.
  3. Demonstrable experience providing exemplary client services.
  4. Skilled in generating comprehensive management reports to aid in planning, prioritizing, and decision-making, and escalating issues when necessary. 
OVERVIEW | Senior Client Relationship Manager

If you're a seasoned professional with a knack for cultivating and managing client relationships, consider applying for the Senior Relationship Manager role. Reporting directly to the Head of Client, you'll be responsible for proactively managing and developing long-lasting client relationships. This position requires building valuable partnerships through commercial, strategic, product, and service engagements. You'll also need to ensure that both client and underlying retail customer needs are met, promoting positive outcomes. Key responsibilities include maintaining high-quality client interactions, driving revenue growth, managing service and commercial reviews, and acting as a point of escalation for any issues. Additionally, you'll lead efforts to enhance client satisfaction, support the strategic goals, and ensure compliance with regulatory requirements. This role demands a proactive approach, strong leadership, and a commitment to delivering exceptional service and outcomes. Apply now!

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