VITAE FINANCIAL RECRUITMENT Salary

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34 GROUND FLOOR CLARENDON ROAD WATFORD WD17 1JJ

Phone: +44 1923 202202

TIN: 05785660

Rating of the company

VITAE FINANCIAL RECRUITMENT
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Working hours

Responsibility

nurture and expand relationships with existing clients, acting as their dedicated point of contact for all financial matters
proactively identify opportunities to upsell and cross-sell our financial products and services to meet client needs
develop customised financial strategies and solutions based on a deep understanding of each client's financial objectives and risk tolerance
monitor financial market trends and economic indicators to provide valuable insights and recommendations to clients
collaborate with our internal teams to ensure timely and accurate execution of financial transactions and requests
oversee account-related compliance processes to maintain the highest standards of regulatory adherence
job Title: Account Manager
contract Type: permanent

Requirements

proven experience as an Accounts Manager or a related financial management role
strong knowledge of financial products, investment options, and risk management strategies
excellent communication and negotiation skills to build lasting client relationships
analytical mindset with the ability to interpret complex financial data
high level of attention to detail and accuracy in financial reporting and documentation
with our impressive range of services and a strong global presence, they are leaders in the financial industry
A degree in Finance, Economics, or a related field