Gravitas Group's client, a well-established wealth management and private banking business, seeks an Account Manager to support and grow relationships across referred business, IFA, and staff accounts. You will manage day-to-day servicing of private clients, ensuring high service standards within a regulated framework.
Responsibilities include onboarding, KYC/AML processing, client reviews, and liaison with internal teams and external advisers to deliver exceptional end-client experiences.
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This is a genuine position to take on the Wealth Management Client Relations Manager role at Gravitas Group.
For the Wealth Management Client Relations Manager position at Gravitas Group, we are reviewing applications now.
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