Description
The purpose of this role is to establish and nurture profitable partnerships with corporate and individual clients, ensuring mutual benefit and long-term success.
Accountabilities:
- Manage client relationships to identify financial goals, challenges, and risk tolerance.
- Research and understand client industry trends, regulatory landscape, and competitive environment.
- Design customised solutions addressing client needs and objectives.
- Communicate the value proposition of proposed solutions and negotiate terms.
- Provide guidance to clients on financial decisions, investment advice, and risk management.
- Assess financial, legal, and operational risks associated with client relationships.
- Document client interactions, transactions, and agreements.
- Monitor client satisfaction, revenue generated, and other relevant metrics.
Analyst Expectations:
- Perform prescribed activities in a timely manner and to a high standard.
- Demonstrate in-depth technical knowledge and experience in assigned area of expertise.
- Lead and supervise a team, guiding and supporting professional development.
- Demonstrate leadership behaviours to create an environment for colleagues to thrive.
Requirements:
- Experience with managing relationships, including creating, building, and maintaining relationships with clients.
- Planning and organisational skills, including diary management.
- Excellent communication skills, with the ability to effectively engage clients, professionals, and internal teams.
Location: This role will be based in Sunderland or Knutsford.
Working Arrangements: You will work in a hybrid arrangement, splitting your time between attending the office and working from home.