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.
• 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 firstname.lastname@example.org