Relationship Manager - Fiduciary
9 November by Bespoke Recruitment and HR
Full Time (35 hrs/wk)
Job Description
We are seeking a Client Relationship Manager to enhance relationships with a portfolio of clients in the fiduciary sector.
Your role will involve:
- Providing high-quality service and support as a Key Person under Financial Services Authority guidelines.
- Liaising with the fiduciary team to maintain compliance and smooth operations.
- Mentoring team members and sharing professional knowledge.
The ideal candidate will have:
- Strong relationship management and communication skills.
- A minimum of 5 years' experience in the trust and corporate sector.
- STEP or CGI qualification (completed or in progress).
- Experience with ViewPoint and Laserfiche is advantageous.
This opportunity is perfect for a proactive, client-focused professional who excels in managing multiple relationships while ensuring compliance.