A fantastic opportunity has arisen for a Senior Wealth Manager, to take the next step in their career with an award-winning banking and investment firm.
In this role you will manage wealth and investment client relationships and contribute towards the success of this company, by assisting with the development of the overall international wealth management strategy.
This company encourages and helps their employees to develop to their full potential, achieving their ambitious goals and celebrating their success.
Responsibilities will include:
Providing expertise and performance insights to the leadership team, contributing towards the development of the wealth management strategy
Developing and maintaining strong relationships with clients
Identifying business development opportunities with potential and existing clients
Providing advice and information to clients on product and service offerings
Identifying and managing any business risks by ensuring compliance with regulatory requirements
Experience and skills required:
Minimum 5 years’ experience within wealth management, including experience in a personal banking environment
Excellent communication and relationship building skills
Hold a professional membership with the Chartered Institute for Securities and Investments (or equivalent)
Ability to lead and motivate a team
Strong time management and prioritisation skills
We are an equal opportunity employer and value diversity at all times.