Purpose of the role:
Our client is currently recruiting for an STO/Assistant Manager Private Wealth, contract for 1 year, responsible for a set of Private Wealth client relationships and manage day-to-day service delivery needs, in accordance with the departments’ service standards and company policies and procedures.
Responsibilities:
- Ensure the team builds and maintains strong relationships with clients as well as other teams and provides day-to-day assistance, advice and support
- Ensure the team has the appropriate level of technical expertise, qualifications and experience to provide the service and ensure this remains up to date through CPD
- Promote the organisation's capabilities to clients, identify sales opportunities to be forwarded to the Relationship Managers and achieve contract extensions or additional business within the account(s)
- Support head of Service delivery for the function to ensure the improvement of their total service delivery to clients
- To participate and be involved in both regional and group initiatives and projects relevant to the Service where appropriate
Skills required:
- Relevant professional qualification, ideally degree level or equivalent
- Minimum 5 years relevant experience with at least 3 years at Senior Officer or Assistant Manager level
- Ideally to hold JFSC Table 5 qualification
- Customer service oriented with a passion for consistently exceeding client expectations
- Keen eye for detail and ability to see and implement changes to process to improve service delivery to clients and improve profitability from the services provided
- Sound knowledge of software packages, i.e. Microsoft Office
- Sound knowledge of relevant regulatory requirements and standards