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Senior Client Manager
vor 1 Woche
We are seeking a highly skilled Senior Client Manager to join our team at Broadgate. As a key member of our External Asset Management division, you will be responsible for developing and maintaining long-term relationships with private clients.
Key Responsibilities:- Client Acquisition: Identify and win new Private Wealth clients through strategic networking and outreach.
- Relationship Management: Build deep, trusted relationships with private clients, understanding their financial goals and tailoring solutions to their needs.
- Investment Strategy: Develop and implement investment strategies aligned with client objectives, coordinating with in-house Portfolio Manager.
- Client Retention: Ensure client satisfaction through regular touchpoints, personalized service, and consistent portfolio reviews.
To succeed in this role, you will need exceptional interpersonal skills, sales acumen, and the ability to build long-lasting client relationships. A proven track record in relationship management within private banking or external asset management is essential.
Broadgate's partnership with a high growth External Asset Manager enables us to deliver tailored wealth management solutions to Private Clients. We pride ourselves on offering personalized financial services, investment excellence, and relationship-driven client engagement.
