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Wealth Client Relations Specialist

Job in Oldbury, West Bromwich, West Midlands, B70, England, UK
Listing for: Eden Rose
Full Time position
Listed on 2026-06-19
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Services, Banking & Finance, Financial Advisor
Salary/Wage Range or Industry Benchmark: 40000 GBP Yearly GBP 40000.00 YEAR
Job Description & How to Apply Below
Location: Oldbury

Eden Rose, a growing Wealth Management firm in Oldbury, is seeking an experienced Client Relationship Manager. You will play a vital role in supporting advisers while ensuring a high standard of client service. Responsibilities include managing client portfolios and documentation, processing applications, and maintaining accurate records.

The ideal candidate will have a background in wealth management or financial services, strong organisational capabilities, and excellent communication skills. An understanding of FCA regulations is essential.

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