Remote Client Relationship Manager - Wealth & Advisory

Aaron Wallis; Greater London; Hybrid; GBP 50,000 - 51,000; Full time

Benefits offered by this job

Remote working

Bonus potential

Career development opportunities

Job summary

Aaron Wallis is recruiting a Client Relationship Manager in Financial Services for a remote-friendly role, ideally London or South East based, with £50,000 basic, £50,000 on-target bonus, and £100,000 OTE. The role focuses on nurturing existing client relationships and delivering an exceptional client experience across wealth management, banking and professional services.

The role centers on onboarding, account management and coordinating with directors and advisers, offering strong earning

Qualifications

• Experience in financial services, wealth management, banking or professional services.
• Excellent relationship-building and communication skills.
• Confidence with business owners, senior professionals and high-net-worth clients.
• Strong organisational skills and attention to detail.
• Commercial mindset with a passion for client service.

Responsibilities

• Build and maintain long-term relationships with existing clients.
• Oversee onboarding and coordinate documentation for a positive first experience.
• Manage client accounts and monitor progress, keeping clients informed.
• Liaise with directors, tax advisers and administrative teams to deliver requirements.

Skills

Relationship building

Communication

Organisation

Commercial mindset

Client management

CRM management

Tools

CRM software

Job description

Aaron Wallis is recruiting a Client Relationship Manager in Financial Services for a remote-friendly role, ideally London or South East based, with £50,000 basic, £50,000 on-target bonus, and £100,000 OTE. The role focuses on nurturing existing client relationships and delivering an exceptional client experience across wealth management, banking and professional services.

The role centers on onboarding, account management and coordinating with directors and advisers, offering strong earning