Job Overview:

We are seeking an experienced Account Executive to join our team in serving private clients in Knowsley, England. As an integral part of our organization, you will be responsible for managing client accounts and providing exceptional service tailored to their individual needs.

Job Details:

The Account Executive role involves building strong relationships with private clients, understanding their financial goals, and offering personalized solutions to help them achieve success.

Responsibilities:

• Develop and maintain relationships with private clients
• Create customized financial plans based on client objectives
• Monitor and analyze client portfolios regularly
• Collaborate with internal teams to deliver comprehensive solutions
• Provide ongoing support and guidance to clients

Requirements:

• Prior experience in financial services
• Strong communication and interpersonal skills
• Ability to work independently and as part of a team
• Knowledge of investment strategies and financial products

Benefits:

• Competitive salary and performance-based bonuses
• Professional development opportunities
• Comprehensive benefits package

Other Details:

This position offers a unique opportunity to work closely with Knowsley's affluent private clients and make a significant impact on their financial well-being. Join our team and be part of a dynamic environment focused on client success.

We welcome dedicated professionals who are passionate about financial services to apply for this rewarding Account Executive role in Knowsley, England.