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Private Wealth Relationship Management

  • Location:

    Dublin

  • Sector:

    Accountancy & Finance, Operational

  • Job type:

    Permanent

  • Salary:

    Negotiable

  • Contact:

    Vanessa Rohr

  • Contact email:

    vanessa.rohr@oliverjames.com

  • Job ref:

    JOB-052024-246873_1715154575

  • Published:

    16 dagen geleden

  • Expiry date:

    2024-06-07

To lead, manage and own the client management across Wealth, Life & Pensions clients. To be the Relationship Manager for a specified set of clients and to lead the relationship and service teams associated with this client segment in EMEA.

Demonstrate a high degree of autonomy in executing the role including identification of opportunities, priorities, taking initiatives, making decisions, driving continuous improvement, and ensuring the client is professionally presented at all times.

Financial

  • Retain and grow revenue
  • Achieve individual and team sales target
  • Manage client P&L
  • Understand and impact the financial drivers for your clients (int/ext)
  • Lead commercial and contractual relationship

Service Delivery

  • Ensure client satisfaction is maximised
  • Be the senior point of escalation / own the resolution
  • Identify and anticipate trends
  • Drive process improvement and change

Client Management

  • Establish and maintain broad horizontal and vertical calling plans (to C suite)
  • Be the voice of the business within the client / active calling plan
  • Know your client (Inc. beyond what we do for them)
  • Be an ambassador for the business (within the client and the marketplace)
  • Influence the decision making
  • Market new services (show the process) and create demand
  • Be visible in the industry, build a network and leverage for knowledge and opportunities.

Administration

  • Ensure timely completion of all tasks
  • (e.g. deal reporting, activity reporting, call notes, account plans)

Risk & Controls

  • Ensue adherence to a high standard of risk adversity and the values of the company
  • Maintain compliance at all times
  • Complete all training
  • Escalate effectively and in a timely manner

Knowledge and Technical Skills Knowledge and Technical Skills

  • 15+ years industry experience with significant client management and operations leadership.
  • Detailed knowledge of Wealth Managers and Life & Pension services - their business, their products, their clients, their end to end service proposition
  • Detailed knowledge of transfer agency and associated services.
  • Knowledge of Financial Services regulatory environment.
  • A good understanding of the client service model, business strategy, structure and product offering.
  • Excellent Communication Skills (Essential)
  • Good analytical skills (Essential)
  • Good verbal reasoning and numeric skills. (Essential)

On offer

  • Excellent role to take over the management of a key client
  • This role will require travel

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