Wealth Management Operations Manager - Leeds

Meraki Talent Limited
14 May 2017
13 Jun 2017
Contract Type
Full Time

Wealth Management Operations Manager


One Year Fixed Term Contract

Attractive Compensation

Meraki Talent’s client is currently seeking an inspiration Manager to join their highly successful Leeds office on a one year fixed term contract basis. This role is to manage a wonderful team who provide investment support to the Portfolio Managers in what is a team orientated and collaborative environment.

Key responsibilities within the role:

  • Day to day management of a team of five Portfolio Manager’s Assistants
  • Ensuring client records and systems are maintained and accurate
  • Support the PM’s in the acquisition and retention of HNW clients
  • Ensure client reports and meeting packs produced are accurate and timely
  • Responding to any client queries in the PM’s absence
  • Take a lead from a business perspective on any projects impacting on the team
  • Ensure work undertaken is within TCF guidelines

For this rarely available opportunity my client is looking for a candidate who brings experience from the HNW space in either a Wealth Manager or Private Banking environment. An understanding of how client acquisition and management works as well as the associated sector regulations is required. A good management skill set is key as is the ability to manage workflow to ensure the team and the Portfolio Managers can give the best service possible to clients.