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Wealth Manager

  • Salary: £70000 - £90000 per annum
  • Location: Leeds, West Yorkshire
  • Sector: Investment Management
  • Job type: Permanent
  • Date posted:
    11 Mar 2020
  • Job reference: 33426

Every company says that relationships are the most important things but often they don't practise what they preach.

So what if there was a role for a Wealth Manager to join one of the UK's most established private banks where the entire focus is on maintaining and building client relationships?

My client is actively looking for an experienced Wealth Manager to join their firm in Leeds.

  • They're a household name with a brilliant reputation
  • You'll be the central point of contact for these HNW clients (c£2m each), working with other areas of the business to ensure these people get the right service from the right people
  • You'll manage millions of pounds of wealth based around Yorkshire
  • You'll be home based and have complete control of your diary

Candidates will be RDR level 4 qualified, ideally level 6.

You'll have a deep knowledge of the wealth management marketplace and will be comfortable talking about a wide range of products and services.

Specific knowledge of the needs of high net worth individuals, focussing on investments is essential.

As an individual you'll take pride in building lasting relationships with a range of different people.

Sound like you? Or want to hear more?

Drop me a message, lets have a chat.

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