Wealth Manager

Job description

Join us as a Wealth Manager - We’ll look to you to manage the investment needs of our private banking clients - In this influential role, you'll be come a trusted adviser to investment clients as you develop and deliver their holistic wealth plans - With significant exposure, you'll enjoy extensive networking as you liaise with multiple internal and external stakeholders - You’ll work from home some of the time, but you’ll also spend at least 3 days a week working from the Chandlers Ford office or on client visits What you'll do: As a Wealth Manager, you’ll be providing suitable wealth management advice on wealth structuring, investments, offshore and onshore bonds, and protection. You'll also manage the growth, profitability and business mix of an assigned portfolio. You’ll also be undertaking investment and pension reviews, engaging specialists where appropriate, and making sure that client experience guidelines are adhered to. You’ll be providing guidance and motivation to wealth managers on complex financial planning products and services using innovative ideas and participation in team meetings. You’ll also be: - Delivering profitable and sustainable business growth across a b...