16 Nov 2020

Wealth Manager

Ref 33241

A leading international bank is seeking a HNW Wealth Manager to be responsible for managing the Bank’s relationship with their highest value locally resident clients where professionalism, client focus and an expert understanding of financial planning and wealth products are critical to the success of the business.

The jobholder will own and manage a ready-made portfolio consisting of c150 HNW relationships. The job holder will need to have experience and a successful track record of growing the value of portfolios through networking, both internally and externally, and effective relationship management leading to organic portfolio growth.  

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)
  • Hold Competent Adviser Status (CAS) or has held it within the past five years.
  • Experience working in relevant environment/s, i.e. Private Banking / Commercial Banking. Relationship Management, Ultra and High Net Worth Clients.
  • Expert knowledge in financial planning and wealth products.
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