Wealth Manager

Job description

Join us as a Wealth Manager - We’ll look to you to deliver exceptional client service while delivering profitable and sustainable business growth - You’ll be managing the investment needs of private banking clients and providing suitable wealth management advice - In return, you'll achieve excellent exposure and gain the opportunity to make a real impact with your work What you'll do: As a Wealth Manager, you’ll be managing a small or niche profitable portfolio of the most significant or most complex wealth investment clients, and delivering agreed activity, growth and business targets. You’ll also be profiling clients to understand their wealth investment requirements to make sure that the correct client outcomes are achieved. You’ll also be: - Undertaking the fulfilment of tasks relating to the on boarding and on going due diligence of clients in your portfolio - Making sure all reports, documentation and systems recording are technically accurate, compliant and provide suitable outcomes for the client, while adhering to internal processes and procedures - Ensuring the timely and appropriate resolution of the most ambiguous and complex queries for clients in order to build relati...