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Client relationship manager

Jersey
1st Recruitment
Client relationship manager
Posted: 9 July
Offer description

Exciting new opportunity working within wealth management and financial planning where you will support the wealth management team with research and analysis to meet their client’s objectives. Key responsibilities include acting as a point of contact for clients and identifying business leads, compiling financial planning recommendations and suitability reports, liaising with product providers and other relevant third parties and ensuring that all regulatory and compliance standards are met.

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