Senior Wealth Management Professional

6 days ago


Bideford, Devon, United Kingdom Independent Resourcing Consultancy Full time

Job Opportunity: We are seeking a skilled and experienced Private Wealth Manager to join our team at Independent Resourcing Consultancy. As a key member of our organization, you will be responsible for managing high net worth clients and providing exceptional financial advisory services.

Key Responsibilities:

  • Manage a portfolio of high net worth clients, providing personalized financial planning and investment advice.
  • Develop and maintain strong relationships with clients, understanding their financial goals and objectives.
  • Collaborate with internal teams to provide comprehensive financial solutions and services.
  • Stay up-to-date with market trends and regulatory changes, ensuring compliance with industry standards.

Requirements:

  • Qualified and experienced Private Wealth Manager with a strong track record of success.
  • Proven ability to build and maintain strong relationships with high net worth clients.
  • Excellent communication and interpersonal skills, with the ability to work effectively with internal teams and clients.
  • Strong knowledge of financial markets, products, and regulatory requirements.

What We Offer:

  • A competitive salary and bonus structure.
  • A comprehensive benefits package, including health insurance and retirement plans.
  • Opportunities for professional growth and development, including training and mentorship programs.
  • A dynamic and supportive work environment, with a team of experienced professionals.


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