Client Relationship Manager

1 week ago


Delhi, Delhi, India Elevate Partners Full time

Job DescriptionWe are currently working with a leading Wealth Management firm who are looking to hire a Client Relationship Manager to join their team.

This role is responsible for co-ordinating and managing client correspondence across Wealth Management.

The multi-disciplinary role will require the successful candidate to work with team members and internal stakeholders, requiring commercial acumen and organisation skills with a good knowledge of Wealth Management channels and products.


Role Duties:
Organise and own all WM client communications/correspondence

Collaborate with cross-functional teams, including marketing, sales, and customer support, to ensure consistent and effective correspondence with clients

Ensure client success through the delivery of world class customer service

Stay up-to-date with industry trends and best practices in client communication and relationship management

Responsible for issuing client communications to comply with regulatory requirements

RequirementsDegree or Master's level in Business/Economics/Finance/IT/Project Management

Ideally 3-5 years relevant operational management experience within a professional/corporate environment


A high energy personality with an inquisitive nature, dedicated to providing the highest level of customer service and willing to take ownership to drive the change agenda forward.

Excellent motivational, communication and interpersonal skills

Strong organizational skills & ability to work well under pressure

Benefits

On offer is a competitive salary and benefits package along with the opportunity to join a well-established brand.

Please apply through the link provided or get in touch with Aoife Stokes via to schedule a confidential phone call.

RequirementsQFA

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