Senior Wealth Manager

3 weeks ago


Watford, Hertfordshire, United Kingdom Tate Recruitment Full time
About the Role

As a Senior Wealth Manager, you will be responsible for assessing and identifying the financial needs of new and existing clients. You will conduct product research, implement money laundering processes, and provide holistic financial planning services. With a strong focus on cashflow planning and lifestyle assessments, you will present financial recommendations to clients and conduct regular reviews.


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