Private Wealth Relationship Management
Oliver James Associates
- Dublin
- Permanent
- Full-time
- 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
- Ensure client satisfaction is maximised
- Be the senior point of escalation / own the resolution
- Identify and anticipate trends
- Drive process improvement and change
- 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.
- Ensure timely completion of all tasks
- (e.g. deal reporting, activity reporting, call notes, account plans)
- 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
- 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)
- Excellent role to take over the management of a key client
- This role will require travel