Premier Client Manager

Role Overview

As a Premier Relationship Manager, you will be responsible for managing a portfolio of high-value clients, delivering exceptional financial planning services, and driving business growth through acquisition, cross-selling, and retention. This client-facing role requires professionalism, in-depth financial expertise, and a strong commitment to delivering service excellence.

Key Responsibilities

• Serve as a trusted advisor to Premier clients, understanding their financial needs and recommending suitable products and services.
• Acquire new clients and upgrade existing ones through strategic relationship management.
• Conduct regular portfolio reviews to identify cross-selling opportunities and deepen client engagement.
• Refer non-qualified business to appropriate internal partners in line with proposition protocols.
• Identify opportunities for wealth reviews and collaborate with wealth advi...