1096558 Published: 23 March 2018
Job Type
£40,000-60,000 + bonus
City of London
Consultant Name
Digby Neave
Contact Number
020 7588 8999


Excellent opportunity for a dedicated, ambitious and energetic client services professional with experience in the Financial Sector to join a dynamic and growing Investment Firm in the City.


  • Building and maintaining key relationships with representatives of UHNWIs including IFAs, Solicitors, Investment Consultants and Accountants
  • Arrange meetings to visit prospective clients and engaging in pitches
  • Regularly represent the company in client meetings, events and other business activities
  • Conduct market research and keep clients up to date with company and market information
  • Key point of contact for day-to-day enquiries from clients and prospects
  • Support key marketing strategies
  • Proactively support clients by engaging with their needs and concerns


  • Strong academic background
  • Great attitude with the willingness to reach out to prospects and build business
  • Excellent, proven sales skills
  • 2+ years working in a client services role within Financial Services highly advantageous
  • Exceptional written and verbal communication skills
  • A passion for Financial Services and Investment Management
  • IMC (or equivalent professional qualification) highly advantageous
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