Job Description Purpose of the role To establish and nurture profitable relationships with both corporate and individual clients. It's the bridge between the bank's offerings and clients' needs, ensuring mutual benefit and long-term success. Accountabilities Management of client relationships to identify the client's financial goals, challenges, and risk tolerance to support the analysis of data obtained from various sources, including the investment portfolio and cash flow, to identify trends,…
Meridian Business Support·
Dormans Park, East Grinstead
Full-time
£70k–£70k
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