Excellent package (full details can be provided) – bonus & pension alone worth up to c.£28,000
Book of c.2,000 clients provided, must have experience of managing own book & be Level 4 Qualified
Execution only service for Investors with assets over £250,000 – expanding team
The Company: Our client has a great reputation for developing staff and giving people a platform from which they can move forward. Industry leading name, over £400billion in total assets.
The Team: This is a team of 15 people, made up of Relationship Managers and Relationship Executives with a phones team in support. The team offer an execution only investment service for personal investors with large/complex portfolios and this team is rapidly expanding investor numbers. Every Wealth Relationship Manager on the team is at least Level 6 Qualified, so if you come in at Level 4, you will be supported in continuing your development.
The Role: This is considered a Senior role within the wealth management team and will see you support, guide, retain and develop a portfolio of investors, growing assets under management by identifying new potential investors through referrals from existing clients and supporting any sales campaigns that the business runs. You will also be tasked with retaining assets by building genuine long-term relationships in order to maintain clients and funds on the platform and supporting new customers that have joined through business development exercises. In working with the Relationship Executives, you will help coach less experience team members in all aspects of book management.
Skills / Experience Required: You must have experience in managing your own book of clients and be at least Level 4 Qualified. There is a preference for people who have worked within a wealth business but will seriously consider those within private banking (several of the team are from private banking) and an advisory background. Experience in servicing HNW clients an advantage. A good understanding of the investment industry also preferred.
Additional Information: Full details of the excellent salary/benefits package can be provided upon application. There are flexible working options including partial WFH and the option of utilising another office outside of the City. Generous bonus and pension provided along with real career development opportunities.
The Wealth Relationship Manager position is one of a number of vacancies we are handling. ARC is a specialist within Financial Services recruitment and the Consultant handling this role has over 25 years of experience in this field. Areas of expertise include employee benefits/group risk support, compliance, pensions admin/technical roles, mortgage administration, paraplanners, marketing, underwriters and IT related roles. Check the website and feel free to call Darren Snell at any time…… click apply for full job details