Client Relationship Manager
- Investments
- Jersey
- Full Time
- Permanent
- Ref: 19435
Exciting new opportunity working within wealth management and financial planning where you will support the wealth management team with research and analysis to meet their client’s objectives. Key responsibilities include acting as a point of contact for clients and identifying business leads, compiling financial planning recommendations and suitability reports, liaising with product providers and other relevant third parties and ensuring that all regulatory and compliance standards are met.
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The 1st Recruitment Group team are specialists within the offshore market and pride themselves on their industry knowledge and networks.
