Description
Whilst we are a digital wealth manager, an integral part of our business is our "hybrid" approach of combining our digital service with a human touch, via our dedicated client relationship team.
To ensure our customers get the best possible experience, the client relationship team is there to provide a helping hand and reassurance across three key areas:
Digital wealth management - making sure our customers understand the concept and its position in the investment management landscape.
The product - guiding customers and prospective customers through our investment advice journey and explaining why we are different from peers.
Investments - explaining how our asset allocation and investment team look after our customers' money to help them achieve their investment goals, and providing updates on our investment views over time.
Responsibilities:
CLOSED VACANCY
Apply now