Associate Director - Relationship Management

Job Description

The Associate Director will need to achieve a deep understanding of the client's overall needs through accurate client discovery and data collection (i.e. KYC, Risk Profile) whilst delivering a high degree of personal contact and open communication among clients and internal teams that creates a superior client experience. 
Requirements are to manage client relationships to maximise client retention and grow the business in compliance with the goals and objects of the clients whilst developing an overall strategy to meet the clients needs.
The postholder should be able to proactively communicate with clients about current conditions in the financial markets and work with the rest of client team to ensure preparation of all presentations and review materials, including taking the lead on all Annual Reviews.
You will need to be a trusted advisor, understanding client needs and nurturing strong, long term relationships with a passion for delivering an exceptional service.  Thriving in a fast paced environment by adapting to change and overcome obstacles is essential. You should also like to embrace challenges and continuously seek opportunities for learning and improvement.