Location: Jersey, United Kingdom
Category: Wealth Management
Salary: 35,000 - 45,000 GBP / yearly
Full-time
Join Oakglen Wealth as a Client Relationship Manager (CRM) based in St. Helier, Jersey. You will be responsible for client relationship management and investment administration, supporting the management and delivery of in-house investment services.
The role of CRM includes various business-sensitive activities, where confidentiality is crucial. Responsibilities include assisting with client lifecycle management, welcoming visitors, assisting in client meetings, resolving client queries, and managing closure processes when required.
The ideal candidate should have a good understanding of private client investment business, strong communication skills, analytical skills, organizational skills, and the ability to prioritize tasks effectively. A minimum education level of A level is required.
- Competitive salary
- Opportunities for professional development
- Dynamic and collaborative work environment
- Chance to work with a highly experienced team
At Oakglen Wealth, we prioritize client interests, build enduring relationships, and tailor strategies to meet individual goals. Join us to be part of a trusted partner in wealth management.