Wealth Manager

Responsibilities

• As a Wealth Manager, you'll be providing suitable wealth management advice on wealth structuring, investments, offshore and onshore bonds, and protection. And we'll look to you to manage the growth, profitability and business mix of an assigned portfolio.
• You'll also be:
• Delivering profitable and sustainable business growth across a broad product range
• Demonstrating outstanding client service, professionalism and risk management
• Ensuring the completion and timeliness of client reviews, including updating client profiles and wealth balance sheets for all clients
• Providing wealth management product advice and sales to clients in private wealth and private banking
• Acting as a role model to private bankers in private wealth and private banking through exemplary new business development, client management and stewardship
• The skills you'll need
• As part of this role, you'll also be working towards an externally recognised qualification that will help you deliver an outstanding service to our customers.
• You'll also demonstrate:
• The ability to articulate current views on the macro-economic environments and financial markets
• Good relationship and interpersonal skills
• Proven track record of meeting financial and service targets
• Extensive experience in pensions and financial planning
• The ability to act as a representative in the market place and build powerful relationships with internal and external centres of influence
• Hours
• 35
• Job Posting Closing Date:
• Job Posting Closing Date is not yet published.
• Ways of Working:Office First

Additional Information

Join us as a Wealth Manager We'll look to you to manage the investment needs of our European and Offshore private banking clients In this influential role, you'll be come a trusted adviser to investment clients as you develop and deliver their holistic wealth plans With significant exposure, you'll enjoy extensive networking as you liaise with multiple internal and external stakeholders You'll work from home some of the time, but you'll also spend at least three days a week working from the 440 Strand office

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