At a Glance
- Tasks: Manage client investments and provide tailored financial advice.
- Company: Join a leading Private Bank in the Wealth Management sector.
- Benefits: Competitive salary, annual bonus, flexible working, and health perks.
- Other info: Dynamic team environment with opportunities for professional growth.
- Why this job: Make a real difference in clients' financial journeys while growing your career.
- Qualifications: Level 4 Qualified in Wealth Management with investment experience.
Recruitment Solutions are pleased to be partnering with our Client to appoint a Client Investment Specialist. Our Client is part of a Private Bank who are major players in the Wealth Management Sector. With locations across Europe and the UK, our Client is looking to expand its service to Clients and to remain one of the most trusted fiduciaries of Family Wealth.
WHAT YOU CAN EXPECT AS THE CLIENT INVESTMENT SPECIALIST
- Salary in the region of £60,000 – £100,000 plus – doe
- Discretionary Bonus – Annual
- 25 Days Holiday – plus Bank Holidays – rising
- Enhanced Holiday Policy
- Flexible working hybrid – after probation
- Insurance and Retirement Policies
- Range of Health and Lifestyle Benefits – including Gym – Leisure Membership / Access to GP – Medical Appointments / Charity Days / Retail Discounts
KNOWLEDGE AND EXPERIENCE NEED TO BE A CLIENT INVESTMENT SPECIALIST
- Be a minimum of Level 4 Qualified in Wealth Management
- Have a proven and stable track record across Investments and Portfolio Management within Financial Services / Wealth Management
You will be obsessed with attention to detail and have your Clients at the centre of what you do. You will be a strong communicator – Face to Face / Over the Telephone and in Writing. You will relish taking the lead across your Client Portfolio but you will also see the value in working as part of a team. You will be fluent in English – any additional European Language is an advantage.
If you are interested in this role please submit your application. Due to the large number of applications we receive, we may not be able to respond to every applicant. If you have not heard from us within two weeks, please consider your application for the currently advertised position unsuccessful. However, we may contact you regarding other suitable roles. We want to emphasize that no wording in this advertisement is intended to discriminate based on gender, marital status, race, religion, ethnicity, age, disability, or sexual orientation. All candidates will be evaluated solely on their merits, qualifications, and ability to fulfil the responsibilities of the role.
Recruitment Solutions (NW) LTD operates as an employment agency for both permanent recruitment and temporary placements.
Client Investment Specialist in Manchester employer: Recruitment Solutions (NW) Ltd
As a Client Investment Specialist at our esteemed Private Bank, you will join a dynamic team dedicated to providing exceptional wealth management services across Europe and the UK. Our company fosters a supportive work culture that prioritises employee well-being, offering flexible hybrid working arrangements, generous holiday policies, and a comprehensive range of health and lifestyle benefits. With a strong emphasis on professional development and a commitment to client-centric service, this role presents an exciting opportunity for growth in a trusted fiduciary environment.
Contact Details:
Recruitment Solutions (NW) Ltd Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Client Investment Specialist in Manchester
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We think you need these skills to ace Client Investment Specialist in Manchester
Some tips for your application 🫡
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