Relationship Manager Wealth

2 days ago

London Area, United Kingdom Zomi Wealth Full time

Company Description

Zomi Wealth Management provides a range of comprehensive financial services including investments, savings, pensions, insurance, and property management. Our advanced digital platform enables clients to have an in-depth overview of their financial portfolios, allowing us to provide tailored advice and solutions. We are dedicated to delivering exceptional service and personalized financial strategies to help clients effectively manage and optimize their wealth. Zomi Wealth offers an unmatched level of expertise in wealth management to meet diverse financial needs.

Role Description

This is a full-time on-site role for a Relationship Manager Wealth, located in central london. The Relationship Manager Wealth will focus on developing and managing relationships with mid/high-net-worth clients, supporting the provision of tailored financial and investment solutions. Responsibilities include fact-finding, investment analysis, consulting on insurance options, and analyzing client financial needs. Assisting in the creation of tailored suitability reports and technical support. The role also involves ensuring exceptional client service, achieving business targets, and maintaining in-depth industry knowledge to provide accurate and personalized financial guidance.

Qualifications

  • Strong expertise in supporting client focused Financial Planning, including the ability to tailor solutions to individual client needs
  • Experience in Investment Management, Investments, and Finance with an understanding of market trends and portfolio analysis
  • Knowledge of Insurance products and services with a focus on customized client recommendations
  • Excellent communication and interpersonal skills to build and maintain relationships with clients
  • Proven track record of business development and achieving financial targets
  • Proficient in using financial systems and digital tools
  • Bachelor's degree in Finance, Business, Economics, or a related field; relevant certifications (e.g., CFA, CFP) are a plus
  • Previous experience working with high-net-worth clients preferred

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