The role focuses on growing the customer portfolio through proactive engagement while ensuring compliance with governance and operational requirements.
Key responsibilities:
⭐ Ensure compliance with legislative, regulatory and audit requirements
⭐ Support delivery of excellent customer experience
⭐ Build and maintain long-term client relationships
⭐ Track operational activities to help achieve sales targets
⭐ Support customer growth through proactive engagement
What you’ll need:
⭐ 5 GCSEs (including English and Maths)
⭐ Developing knowledge of fiduciary services
⭐ Understanding of investment products, accountancy principles, commercial law and asset management
⭐ Desirable knowledge of banking principles
⭐ Strong analytical and problem-solving skills
⭐ Ability to manage follow-ups and coordinate service delivery
⭐ Good communication and basic software skills
Why join:
⭐ Opportunity to develop client relationship management skills
⭐ Exposure to banking and fiduciary services
⭐ Supportive team with career development opportunities
