• Develop a proactive inter branch relationship with commercial/corporate colleagues to establish a referral network
• Maintain productive relationship with Client Manager to ensure consistent and efficient service to clients and deliver set service level agreements
• Develop strong relationships with our Insurers
• To operate in accordance with FCA and company agreed process
• Work towards and achieve monthly and annual budget targets
What you need to have:
• Demonstrable experience of working in a similar capacity and taking ownership of similar responsibilities within Private Clients would be beneficial
Reference no: 80437
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