Wealth Management Specialist
1 week ago
About the Role
At Puilaetco, we are seeking a skilled Wealth Management Specialist to join our team in Brown Shipley, Birmingham. As a key member of our team, you will be responsible for providing exceptional client service and building long-term relationships with our clients.
Key Responsibilities
- Acquire new target group clients through effective use of own network and cross-pitching the Brown Shipley proposition.
- Drive revenues and other commercial objectives through proactive relationship management with existing clients.
- Live by a Risk Culture and have an excellent understanding of the business and related compliance, conduct, and operational risks.
- Results focused, open for business enhancement, and developing Brown Shipley's name and brand.
- Create a partnership culture within team and between teams to deliver Brown Shipley's overall value proposition to clients.
- Work independently and, as required, with Specialist teams within the business to advise on and manage the Investment, Financial Planning, and Lending needs of clients.
Requirements
- Relevant experience within a wealth management or private banking role within the financial services industry.
- Background in investment/asset management, products, wealth planning, or other functions.
- Has built relationships with a portfolio of clients and prospects, and comfortable networking to generate revenue.
- Familiar with defining the right advisory and investment solutions.
- Understands Risk within the context of the role and meets the regulatory obligations, as applicable.
Why Join Us
We invest in our employees' development, offering opportunities for career advancement and continuous learning. Join a supportive team of trusted professionals who are passionate about helping clients succeed and have a desire to do the right thing to support their wealth needs.
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