Client Relationship Manager

Enness Global Mortgages

We are seeking a highly professional and proactive Client Relationship Manager (CRM) to join our team. This role is crucial in maintaining and strengthening relationships with our HNW and UHNW clients, introducers, and lenders, ensuring a seamless client experience from enquiry to deal completion.

The CRM will act as a key point of contact for clients, managing communications, coordinating transactions, and ensuring exceptional service levels. The ideal candidate will have experience in financial services, private banking, or luxury client management, with a strong ability to build trust and long-term relationships.

Key Responsibilities

• Manage and nurture relationships with HNW/UHNW clients, ensuring an outstanding client experience.
• Act as the primary contact for client queries, providing regular updates on ongoing transactions.
• Work closely with brokers and lenders to ensure smooth execution of mortgage and debt deals.
• Proactively follow up with clients and introducers to generate repeat business and referrals.
• Ensure compliance with all regulatory requirements and internal processes.
• Monitor and report on client satisfaction, identifying areas for service improvement.
• Support business development efforts by engaging with potential new clients and introducers.

What We Offer

• Competitive salary and performance-based bonuses.
• A dynamic and fast-paced environment within a leading finance brokerage.
• Exposure to high-value transactions and international finance markets.
• Opportunities for career growth within a prestigious and growing business.

Who We Are Looking For

• Proven experience in a client relationship role within financial services, wealth management, private banking, or a related field.
• Exceptional communication and interpersonal skills, with the ability to engage with HNW/UHNW clients.
• Strong organisational skills, capable of managing multiple transactions and stakeholders.
• A proactive, solution-driven approach, ensuring smooth deal execution.
• Understanding of mortgage and debt finance (preferred but not essential).
• Attention to detail, ensuring accuracy in client interactions and documentation.