The person will be responsible for a portfolio of high value, blue chip clients, potentially covering the spectrum of the divisions’ service lines (share plans / international pensions plans / deferred compensation plans / employee benefit trusts).

The relationship manager will be the prime point of contact for these clients and will be responsible for maintaining and developing the existing relationships as well as actively seeking new opportunities to provide additional employee benefit and wealth management services to them.

In addition this person will be a prime point of contact for clients’ advisors and other key targeted advisors and will again be responsible for maintaining and developing these relationships.

RESPONSIBILITIES:

• Fiduciary responsibility for the portfolio
• Maintaining a programme of regular client service visits
• Maintaining a programme of regular advisor service visits
• Project managing the implementation of new client plans / projects
• Ensuring consistent high quality service delivery from other units within the division (via regular liaison with relevant management teams)
• Responding to / investigating client queries
• Managing regular investment performance review process to ensure all clients in the portfolio are holding appropriate investments
• Maximising income from the portfolio
• Reviewing fee agreements and renegotiating as appropriate in light of current services delivered
• Liaising with intermediaries to identify opportunities for new work

SKILLS:

• Hold relevant professional qualification (eg ICSA / ACCA)
• Excellent client handling skills - experience of dealing with corporate clients advantageous
• Ability to understand and interpret legal documents (trust deeds etc.)
• Ability to understand and interpret complex company / trust structures
• Excellent presentational skills
• Competent IT skills with sound knowledge of spreadsheet / database use