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  • Lal Capital
    Client Relationship Manager (FINANCIAL SERVICES)
    Client Relationship Manager (FINANCIAL SERVICES)
    14 hours ago
    £25000–£27000 yearly
    Full-time
    London

    Overview: The Client Relationship Manager will be responsible for building, maintaining, and developing long term relationships with clients in the financial services sector. The role requires a deep understanding of financial products and services, excellent communication skills, and the ability to deliver a high standard of client care. Key Responsibilities: • Act as the primary point of contact for a portfolio of clients, ensuring their needs are met efficiently and professionally, • Develop strong relationships with clients to understand their financial goals and provide tailored solutions, • Coordinate with internal teams to deliver consistent service and resolve client issues promptly, • Monitor client satisfaction and proactively identify opportunities for improvement, • Support business development initiatives by identifying opportunities to grow existing accounts and attract new clients, • Ensure all client interactions and records comply with regulatory and company standards, • Prepare regular reports on client activity, service delivery, and performance metrics, • Proven experience in a client relationship or account management role within financial services or a related industry, • Strong knowledge of financial products, investment solutions, or wealth management services, • Excellent communication and interpersonal skills with the ability to build trust and credibility with clients, • Strong analytical and problem-solving skills with attention to detail, • Ability to manage multiple priorities and work effectively under pressure, • Competence in CRM systems and Microsoft Office applications, • Bachelor’s degree in Finance, Business, Economics, or a related field (or equivalent professional experience), • Client focused and results driven, • Professional and confident manner, • Proactive and solution oriented approach, • Excellent organisational and time management skills, • Commitment to continuous learning and professional development

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