As a MountHurstTM Wealth Relationship Coordinator you will work closely with a Private Wealth Manager or a Financial Adviser in all aspects of their business.
The position focuses on developing strategies to build new client-relationships while maintaining existing ones.
Your role will primarily entail identifying prospective clients and the management of your Financial Adviser’s appointment schedule.
As a Relationship Coordinator you are also responsible for administrative tasks related to developing and managing Client Relationships.
You will be a dynamic individual with excellent telephone manner and good all round communication skills.
You will be a computer literate and have previous experience in an outbound calling environment with the ability to learn quickly and adapt to situations as they arise.
THE NEXT STEP…
If you are interested in sending your Curriculum Vitae and Cover Letter for consideration when there are vacancies, kindly mail it to email@example.com. Please note that if there is interest in your Application, we shall make contact with you.