04 Dec 2019

Wealth Manager

Ref 32832

A leading international bank is seeking a Wealth Manager to join this dedicated team, to act as a trusted adviser to their new and existing high net worth customers providing holistic financial advice and supporting them through key life events such saving for a new home or planning for retirement.

The role holder will have dedicated and continued support from a Relationship Officer who will aid the role holder with proactive client contact, dealing with client banking queries, support back office processing and work alongside branch colleagues to grow new client opportunities.

In this role, the Wealth Manager will:

  • Deliver a consistent and tailored wealth management and financial planning service to a portfolio of clients
  • Advise on a full range of products and services 
  • Have access to a wide range of product specialists to help and support you, which include pensions, legacy tax planning, protection and investments.
  • Build and maintain strong relationships with both new and existing clients

The successful role holder will have the following skills and attributes:

  • Have role relevant qualifications, i.e. Dip CII (or equivalent QCF RDR level 4 qualification)
  • Previous experience providing holistic financial advice on a wide range of products and services
  • Have previously worked as a Wealth Adviser, IFA, Financial Planning Manager or in a similar role
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