Wealth Manager - Maidstone ( Kent, UK )

Recruiter
Dartmouth Partners
Location
Maidstone
Posted
21 Apr 2019
Closes
26 Apr 2019
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
The Firm: The firm offers bespoke banking and investment solutions to high net-worth individuals across the globe. It provides a comprehensive range of investment advice across all asset classes, wealth structures and banking services. It operates in onshore and offshore markets and is organised around market-focused teams. A s a Wealth Manager, your main responsibilities will involve: Working on your own volition to achieve personal objectives and assist in achieving team targets for: new clients/ assets/ revenues Becoming a 'go to' person within the team and key contact for banking products, credit advice and client queries Being the key interface between the client and other parts of the overall group, including but not limited to Wealth Advisory, Discretionary Portfolio Management and the Investment Advisory teams Discussing markets, their issues and opportunities with clients Utilising the banker toolset and systems platforms and challenge current standards to continuously improve quality. As a Wealth Manager, your skills and qualifications will include: Being RDR level 4 (minimum) or PCIAM Level 6 (desired) plus Having strong relationship skills with experience of managing and handling the sophisticated needs of HNW individuals and families Being effective in gaining an in-depth understanding of client's needs and advising on a diverse range of wealth management solutions Delivering high quality bespoke advice, maximising value for clients and negotiate the best commercial outcome Having experience in controlling and monitoring of risk within a client book Having excellent market exposure and multi-disciplined private banking expertise and excellent business development/cold calling skills We regret that due to the high volume of applicants only shortlisted candidates can be contacted.

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