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Wealth Management – Senior Relationship Manager

London, United Kingdom | Northern Trust

  • Industry:
    Financial Services
  • Position Type:
    Full-Time
  • Functions:
    Business Development
    Financial Services Professional
  • Experience:
Job Description:
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• Building trusted relationships through engagement, effective communication and actions.


• Manage clients from a strategic perspective, demonstrating proactivity, ensuring that the Company’s stated levels of service are met and maintained


• Work with and provide support to the Account Management staff as necessary, and maintain close ongoing liaison with clients and advisers on more complex matters (including regular meetings)


• Communicate well, both internally and externally – ensure response times to clients are appropriate and internal CRM system is updated on a timely manner


• Be an advocate of Northern Trust, ensuring that clients, advisors and prospects know about our business developments, themes we are seeing and solutions we can provide


• Where required, discharge fiduciary duties in line with procedures, the relevant documentation and document decision making thoroughly and timely


• Monitor and distribute all incoming correspondence, and ensure that timely and appropriate action is taken


• Review and authorise (where appropriate) transactions and documentation


• Undertake annual client review of your client relationship and use this also as an opportunity to ensure your family structure and assets are correct and accurate


• Proactively raise any client concerns or challenges and using Northern Trust’s global network of experts, assist the client in finding a good and workable solution


• Seek out and support new business opportunities 


• Review and consider client profitability and identify/address where fee levels are inappropriate


CLIENT MEETINGS


• Plan and run the relationship review and ongoing meetings as needed


• Ensure clients are told of the “value add” Northern Trust brings to them 


• Prepare call reports within 48 hours of the meeting


• Drive follow up items from any client meetings and interactions


• Follow up with internal parties on any queries/issues which arise from meetings within 24 hours.


DOCUMENTATION/ADMINISTRATION


• Maintain all documentation/files as appropriate to each client relationship. 


• Client reviews accurate and completed on time 


The successful candidate will benefit from having: 


• A strong background with a good understanding of the global custody industry


• Direct experience in interacting with demanding clients or prospects and meeting their needs


• Excellent organizational skills and comfort in prioritizing competing demands 


• Ability to perform under pressure and to be flexible with working when required


• Excellent written and verbal communication skills 


• Self- motivated


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