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Wealth management client relations specialist

Liverpool (Merseyside)
Eden Rose
Wealth manager
€31,000 a year
Posted: 14h ago
Offer description

Eden Rose, a growing wealth management firm in Liverpool, is looking for a Client Relationship Manager. The successful candidate will manage a portfolio of clients and assist advisers in delivering top-notch service. Responsibilities include handling business applications and ensuring compliant documentation across various financial products.

Candidates must have experience in financial services and strong communication skills. A salary of up to £35,000 plus benefits is offered, with the possibility for agile working arrangements post-probation.

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