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Relationship Manager - Private/Wealth Management

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Salary Competitive
Type Permanent
Location
Sectors UK & Regional
Wealth & Asset Management
Job Reference UK01/NXC/25625
Contact Nicola Cooper
Date posted 16-03-2017

Our leading global top tier financial services client is looking for a VP Relationship Manager to join their Global Private Banking Business, the team is based in Birmingham however you will spend the majority of your time onsite around the Milton Keynes area with 1 day working from home or the Birmingham office.

The purpose for the position is to service high net worth individuals based in Milton Keynes. Immediately you will service around 15 clients with potential growth to around 40 clients. The preferred candidate will be supported by IFAs and Investment Councillors.
The ideal candidate will have investment advisory experience gained from Private Banking or Wealth Management. You will have strong investment product knowledge and be qualified RDR level 6.

Other key responsibilities include:
• Be an integral part of business growth for 2017, helping increase AUM
• Provide support to client’s portfolio management
• Ensure client’s are aware and understand their risk levels
• Follow-up portfolios on a regular basis and develop client’s probability

If this is something you may be interested in please apply online now or email me at nicola.cooper@bruinfinancial.com

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Contact Nicola about this job

Associate, Consultant