Digital Client Activation

Location: London, United Kingdom
Rate: Competitive
Job Type: Permanent, Full time
 

Job description:

Our client is empowering high net worth entrepreneurs to take control of their wealth management with a brand new experience by allowing there clients to have full knowledge of their account details through investments, property, cash and collections. The client liaises closely with an FCA regulated aggregator, that allows their clients to see all there financial accounts in one area (app).

Investments – link investment accounts which enable clients to track performance

Cash – connecting bank accounts

Property – ability to add properties, purchase data and valuations

Collections – ability to create personal collections of art and cars

Key responsibilities:

  • Overseeing marketing strategy

  • Business development / Sales

  • Community building

  • Fintech/digital service knowledge

  • Relationship Management

  • Client Service

Required Skills & Qualifications:

  • The ideal candidate will have a background in sales/business development

  • Have a network of High Net Worth entrepreneurs

  • Experience in a Private Bank/Wealth Manager

    This hire will be expected to network with high net worth individuals, with the overall aim of increasing subscriptions and as a result client coverage.

To apply please email your CV to the following consultant:  

Adiam Mehary
adiam.mehary@trevosepartners.com
020 3763 3905