Personal Finance Advisor developing and maintaining client relationships to provide tailored financial advice. Advising on investments, loans, and insurance while ensuring member satisfaction.
About the role
- Director role at Waystone leading Client Services within Investment Solutions. Requires 7+ years experience in Investor or Client Relations teams.
Responsibilities
- lead and manage the Client Services team within Investment Solutions
- be responsible for all deliverables that the Client Services team have to all stakeholders
- organise, co-ordinate, teach and develop the wider team to support these deliverables
- maintain and develop a leadership role for other team members
- drive discussion on how to market our funds with the team and to brainstorm and develop new materials and content for our business
- communicate on annual targets, deliverables and commitments to all investment managers
- lead & develop our service offering to investment managers and how we can communicate ongoing sales activity, pipeline progression and asset raising achievements
- build and develop the processes and reporting deliverables that the Client Services and Investment Solutions team undertakes
- collect and report on Sales team data in a clear and concise manner to review targets and achievements
Requirements
- 7+ years experience in an Investor Relations or Client Relations team
- Previous team management experience
- Excellent oral and written communication skills in English
- High level of attention to detail
- Collaboration with colleagues across geographic and functional boundaries
- Solid computer skills, particularly in Salesforce or a similar CRM system, Excel and PowerPoint
- Strong academic background including a Degree in Finance/Business/Economics or related field
- Minimum B.A. degree from a reputable institution, preferably within a finance-focused curriculum
Benefits
- professional development opportunities
- inclusive workplace environment
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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