Wealth Manager - High Net Worth
Our client are recruiting for a Wealth Manager in Manchester individual for this top end Wealth Manager role within a bank
As a Wealth Manager, you'll work as part of a dedicated team that specialises in advising high net worth clients. With access to a broad range of solutions from across the bank, you'll be the clients' lead adviser, helping them articulate the purpose of their wealth, and the role they want it to play in their lives before advising on strategies to help shape their balance sheet. This will often involve employing relevant structures to help achieve their long term objectives.
With a proactive approach, you'll build meaningful long term wealth management relationships with your portfolio of clients, and with key stakeholders including Relationship Managers and Private Bankers.
You'll need QCF level 4 qualification, and you'll ideally hold, or have a commitment to progress to QCF level 6. Alongside this, you'll have a strong record of delivery in a regulated environment and previous experience dealing with high net worth clients.
Knowledge and experience of providing complex and financial advice will be vital, and this will be supported by your strong investment skills and expertise in detailed client profiling. You'll have excellent time management skills, able to work to deadlines while maintaining high standards. Outstanding interpersonal skills are also essential, helping you build and maintain strong client relationships.
Rewarding you- In return, we offer a competitive salary plus 30% cash and benefit funding programme that can be tailored to suit your individual needs.