Wealth Manager – 1308

Finance Isle of Man

Jobs Finance

Wealth Manager – 1308

Finance

As a result of continued growth our client is seeking an experienced Wealth Manager with the relevant qualifications to join their team servicing Premier customers. The Wealth Management team support customers key life events with the goal of helping them to grow, manage and preserve their wealth by providing a unique, professional and personalised service.

Main Duties:
• Manage and support a portfolio of Premier customers
• Conduct personal financial reviews to identify future financial needs and goals for customers and to deepen those relationships.
• Advise on a full range of products and services.
• Deliver needs-based solutions through effective communication and influencing

For more information or to apply for this role call us on 01624629676 or email vacancies@recruitmentworks.im

ID #5184 Location Isle of Man Job Sectors Finance Type Permanent Role Wealth Manager – 1308 Career Level Senior Salary TBA

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Contact Details

2nd Floor, 12-14 Ridgeway Street, Douglas, IM1 1EN +44 (0)1624 629676 Facebook LinkedIn Twitter Instagram
Company Number:Registered in the IOM 128875c. Vat Number:GB004343327 Registered Address: 2nd Floor, 12-14 Ridgeway Street, Douglas, IM1 1EN
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