Honeycomb is delighted to be partnering with an established Wealth Management company to recruit for a Client Relationship Manager to look after a portfolio of clients and manage the client review process. The role is full time and permanent.
The Client
An established Wealth Management company based in Belfast city. The Client is known for their high performing culture and have an excellent reputation on the market.
The Role
The role of client relationship Manager is fundamental to the business ensuring clients feel valued, heard, and supported. The successful applicant will be someone who enjoys variety, thrives on making a difference, embraces a flexible approach and understands the impact of a strong, lasting client relationship
Key Responsibilities:
- Build and sustain long-term, meaningful client relationships through regular engagement.
- Regularly assess client satisfaction through scheduled calls and address concerns promptly.
- Ensure compliance and maintain detailed client records following industry regulations and firm policies.
- Deliver a consistent, high level of professional client service with a focus on enhancing the client experience at every interaction.
Essential Criteria
- Minimum of 3-5 years of experience in client relationship management, preferably within the financial planning, business banking or wealth management industry.
Package
- Salary is dependent on experience £35 – £45K
- 20 day holiday + 10 stats
- Private Medical Insurance
- Pension contribution and salary sacrifice
- Exam support and funding
- Performance based bonus – quarterly
To speak in absolute confidence about this opportunity, please send an up to date CV via the link provided or contact Louise Quinn on
If you have a disability which means you require assistance at any stage of the recruitment process, please contact us directly to discuss. Honeycomb is committed to providing equality of opportunity to all.
