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, discretionary bonus, flexible working, and health perks.
- Other info: Dynamic team environment with opportunities for professional growth.
- Why this job: Make a real impact on clients' financial futures while growing your career.
- Qualifications: Level 4 qualified in Wealth Management with investment experience.
The predicted salary is between 60000 - 100000 £ per year.
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 NEEDED 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.
The first stage of the process of Recruitment for the Client Investment Specialist will be for you to send your CV to KAREN REYNOLDS.
Client Investment Specialist in Manchester employer: Recruitment Solutions NW
As a Client Investment Specialist at our esteemed Private Bank, you will join a dynamic team dedicated to providing exceptional wealth management services. With a competitive salary and a comprehensive benefits package that includes flexible working arrangements, generous holiday allowances, and a focus on employee well-being, our company fosters a supportive work culture that prioritises professional growth and development. Located in a vibrant financial hub, this role offers the unique opportunity to make a meaningful impact on clients' lives while advancing your career in a trusted and respected institution.
