Financial Services Manager

Financial Services Manager

About Our Client

Our client is an established organisation seeking an experienced and client-focused Financial Services Manager to support business growth and develop long-term relationships with clients. The successful candidate will be responsible for understanding client needs, providing appropriate financial solutions and supporting the overall performance of the team.

Key Responsibilities

• Develop and maintain strong relationships with new and existing clients.

• Understand clients’ financial objectives, needs and investment preferences.

• Provide suitable financial and wealth management solutions based on clients’ requirements.

• Identify new business opportunities through referrals, networking and client engagement.

• Develop and manage a portfolio of clients while maintaining strong service standards.

• Conduct regular reviews with clients and identify opportunities to enhance their financial portfolios.

• Provide information and guidance on relevant financial products, investment solutions and wealth planning strategies.

• Work closely with internal teams and product specialists to deliver suitable solutions to clients.

• Monitor market developments, financial products and industry trends.

• Support business development initiatives and contribute towards team and organisational targets.

• Maintain accurate client documentation and ensure proper follow-up on client enquiries.

• Ensure all activities are conducted in accordance with relevant regulatory and company requirements.

• Prepare business and client reports for management review.

• Mentor and support junior team members where applicable.

Requirements

• Diploma or Degree in Finance, Business, Economics, Banking or a related discipline.

• Relevant experience in financial services, banking, wealth management, financial advisory, insurance, investments or relationship management.

• Strong client relationship and business development skills.

• Good understanding of financial products and investment solutions.

• Excellent communication, interpersonal and presentation skills.

• Strong commercial awareness and negotiation abilities.

• Client-focused with a professional and consultative approach.

• Self-motivated, driven and comfortable working towards business objectives.

• Strong analytical, organisational and problem-solving skills.

• Relevant CMFAS qualifications will be an advantage. Training and examination support may be provided where applicable.

What Our Client Offers

• Competitive remuneration package

• Performance-based incentives, where applicable

• Structured training and professional development

• Career progression opportunities

• Exposure to a broad range of financial products and client segments

• Supportive and collaborative working environment