Financial Services Manager
About the company
Our client is an established organisation seeking an experienced and client-focused Financial Services Manager to support business growth and develop long-term relationships with clients. The successful candidate will be responsible for understanding client needs, providing appropriate financial solutions and supporting the overall performance of the team.
Your tasks
- Develop and maintain strong relationships with new and existing clients.
- Understand clients’ financial objectives, needs and investment preferences.
- Provide suitable financial and wealth management solutions based on clients’ requirements.
- Identify new business opportunities through referrals, networking and client engagement.
- Develop and manage a portfolio of clients while maintaining strong service standards.
- Conduct regular reviews with clients and identify opportunities to enhance their financial portfolios.
- Provide information and guidance on relevant financial products, investment solutions and wealth planning strategies.
- Work closely with internal teams and product specialists to deliver suitable solutions to clients.
- Monitor market developments, financial products and industry trends.
- Support business development initiatives and contribute towards team and organisational targets.
- Maintain accurate client documentation and ensure proper follow-up on client enquiries.
- Ensure all activities are conducted in accordance with relevant regulatory and company requirements.
- Prepare business and client reports for management review.
- Mentor and support junior team members where applicable.
Requirements
- Diploma or Degree in Finance, Business, Economics, Banking or a related discipline.
- Relevant experience in financial services, banking, wealth management, financial advisory, insurance, investments or relationship management.
- Strong client relationship and business development skills.
- Good understanding of financial products and investment solutions.
- Excellent communication, interpersonal and presentation skills.
- Strong commercial awareness and negotiation abilities.
- Client-focused with a professional and consultative approach.
- Self-motivated, driven and comfortable working towards business objectives.
- Strong analytical, organisational and problem-solving skills.
- Relevant CMFAS qualifications will be an advantage. Training and examination support may be provided where applicable.
What we offer
- Competitive remuneration package
- Performance-based incentives, where applicable
- Structured training and professional development
- Career progression opportunities
- Exposure to a broad range of financial products and client segments
- Supportive and collaborative working environment