Elevate your career with Middlefield Limited as the Director of Client Relationship Management. This vital role focuses on building deep advisor relationships with tailored, proactive support.
Reporting to the Head of Sales, you will engage with key advisor partnerships, delivering high-touch service. Your responsibilities include understanding unique client needs and providing technically grounded advice across diverse investment strategies. Collaborate with various teams to enhance Middlefield's strategic presence while coaching junior members to foster continuous improvement.
Key Responsibilities:
• Cultivate and sustain high-touch advisor relationships
• Offer tailored, solution-focused support and guidance
• Collaborate with sales, marketing, and portfolio management
• Address complex client inquiries with expertise
• Coach team members and improve relationship programs
Requirements:
• Minimum five years in senior relationship management
• Strong back...