Vacancy Detail

Client Relationship Manager
Location(s): South (Southampton)

Job Reference: 1286
Job Type: Permanent

Job Description
Required to develop and maintain customer relationships and provide excellent service. Required to optimise customer potential and embrace Partnenon in supporting cross channel working by delivering a consistent seamless customer experience and pro-actively engage with potential and existing customers. Applicants must be able to identify, analyse and recommend products and services to meet client investment objectives and maximise all sale opportunities. You must be capable of generating new business ad track sales to determine future pipeline business. Will be expected to work across several branches so therefore must hold a full valid driving licence.

The Candidate
Experience: Applicants must have a product knowledge of ANL, Inscape Investment, and Core savings products. Along with an in depth knowledge of the investment industry.
Qualification: CeFA/FPC and IMC/AFPC qualifications are essential and the candidate must also hold CAS status.

The Package
Salary: £ 33,000 p.a. To £ 50,000 p.a.

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