Premier Relationship Manager

This a client facing role responsible for actively managing a portfolio of international Premier Expat customers, providing high quality service to achieve maximum customer satisfaction, and completing full reviews to establish and address their immediate and future financial needs.

Working as part of a collaborative wealth management team, this is a client facing role in which you will provide a dedicated and professional service to our global expat customer base. Through active management of a portfolio you will develop and retain relationships with our global customers, reviewing the portfolio regularly to ensure solutions are suitable to meet client needs and driving customer satisfaction.

This is a non-regulated relationship management role; however, the successful individual should be working towards their level 4 investment advice qualification.