Mattioli Woods plc is seeking an experienced Client Relationship Manager to take genuine ownership of a client portfolio within our personal wealth division in Belfast. You will build trusted relationships, listen to client needs, and manage queries with accuracy and care.
Key responsibilities include administering portfolios, coordinating with consultants, and supporting vulnerable clients in line with internal guidelines, all while delivering exceptional client service in a collaborative team
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Wealth Client Relationships Manager | 34.5‑Hour Week employer: Mattioli Woods plc
Mattioli Woods plc is an exceptional employer, offering a unique opportunity to join their Financial Adviser Academy in Leicester. With a fully salaried programme that includes one-to-one mentoring and real client exposure, employees benefit from a supportive work culture focused on professional growth and development. The structured training ensures that you not only gain essential skills but also have the chance to progress into a compliant adviser role, making it a rewarding place for those seeking meaningful employment in the financial sector.
