20 Apr 2022

Wealth Manager

Ref 33241

A international bank is seeking a 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 are critical.

The role holder will provide a range of services to customers, supporting key life events, such as saving for university fees, buying a new home to retirement; whilst protecting their family and interests for every eventuality, providing confidence and reassurance.

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

  • Have role relevant qualifications, i.e. Dip CII (or equivalent QCF RDR level 4-6 qualification)
  • 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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