Wealth Manager

Recruiter
Campbell & Fletcher
Location
Histon
Posted
03 Apr 2019
Closes
16 May 2019
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time

In this role, you will:

  • Identify, plan and develop new wealth management relationships
  • Achieve personal and team goals for new assets, clients and revenues.
  • Be the key contact for banking
  • Help to manage a portfolio of clients
  • Discuss the market and any issues and opportunities with clients
  • Build and maintain strong relationships with both new and existing clients

To be successful in this role you should meet the following requirements:

  • Be RDR level four qualified ( Essential)
  • Be an effective communicator and confident in understanding of client’s needs and advising on a diverse range of wealth management solutions
  • Consistently deliver high quality bespoke advice
  • Have excellent market exposure and business development skills

To find out more information please submit your CV by following the link or get in touch with Lucy Done at Campbell & Fletcher for more information

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