Client Relationship Manager

Mattioli Woods Limited; Belfast City District; On-site; GBP 30,000 - 45,000; Full time

Benefits offered by this job

Competitive salary

34.5-hour working week

5% employer/employee pension

Life assurance

Health cash plan

25 days holiday

Training opportunities

Job summary

Mattioli Woods Limited is seeking an experienced administrator to manage a client portfolio in personal wealth management. The ideal candidate will build strong relationships, working proactively to ensure clients' needs are met and their interests protected.

This role requires clear communication, high attention to detail, and the ability to handle a fast-paced workload. Competitive salary and benefits include a supportive team environment and training opportunities.

Qualifications

• Solid experience in financial services, specifically in personal wealth management.
• High attention to detail with a varied, fast-moving workload.
• Proactive, organized approach with confidence to work independently.

Responsibilities

• Manage and administer a portfolio of personal wealth clients.
• Build strong relationships with clients and address their needs.
• Handle client queries promptly, resolving issues with care.

Skills

Communication skills

Attention to detail

Organizational skills

Client management

Job description

At Mattioli Woods, our clients are at the heart of everything we do, and our Client Relationship Managers are the people who make that real. We're looking for an experienced administrators with a solid personal wealth background to take genuine ownership of a client portfolio and be the name our client’s trust.

What you'll be doing:

managing and administering a portfolio personal wealth clients building strong relationships with clients, listening carefully to identify their needs and ensuring they're always well looked after handling client queries promptly and professionally, resolving issues with accuracy and care partnering with consultants to keep client accounts running smoothly - from preparing documents and managing workflows to coordinating meetings and following up on actions supporting vulnerable clients in line with internal guidelines, ensuring their interests are always protected

What we're looking for:

solid experience in financial services, specifically in personal wealth management - this is essential, not optional. the kind of communication skills that put clients at ease - clear, professional, and genuinely attentive high attention to detail and the ability to stay on top of a varied, fast-moving workload - because our clients notice when things are done well a proactive, organised approach and the confidence to work independently as well as part of a close-knit team.

Perks and benefits

• competitive salary
• 34.5-hour working week
• 5% employer/5% employee pension
• 4x salary life assurance and group income protection
• health cash plan (Core Level 1)
• 25 days’ holiday plus statutory (increasing with service)
• training and development opportunities
• a supportive, collaborative team environment

We know that finding the right role can be overwhelming. As a result, we want all candidates – from entry-level to leadership – to experience a fair and transparent recruitment process. Our selection process is an important part of our culture. We have therefore broken it down, mapping out the process your application may follow.