At a Glance
- Tasks: Build strong relationships with clients and provide top-notch investment services.
- Company: Leading global financial services firm with a focus on wealth management.
- Benefits: Competitive salary, bonus, generous pension, and hybrid working options.
- Other info: Exciting development pathway into a Wealth Manager role.
- Why this job: Join a dynamic team and make a real impact in clients' financial journeys.
- Qualifications: Must have Level 4 qualification and experience in UK Wealth Management.
The predicted salary is between 50000 - 65000 £ per year.
Our client, a leading name within global financial services, are seeking a sales-orientated, driven industry professional to join their UK Wealth Management division.
As a Relationship Manager, you will build strong relationships with new and prospective investment clients.
You will be expected to provide a first class service to those using our clients' investment platform, and will work with Wealth Managers to help deliver financial planning services and increase market share.
All applicants must be qualified to a minimum of Level 4. You must be client-centric and have a sales mindset and have relevant industry experience.
What\'s on offer?
- Competitive salary £DOE
- Excellent benefits package including bonus, generous pension, PMI
- Hybrid working (3 days a week from home)
- Development pathway into a Wealth Manager
- London City offices
Requirements
Experience in UK Wealth Management environment (Client Services, Relationship Management/ Sales or Technical/Paraplanning)
- Level 4 Diploma - CII, CISI, LIBF all considered
- #J-18808-Ljbffr
Wealth Relationship Manager in London employer: WEALTHLINK RECRUITMENT LTD
Join an award-winning Chartered Financial Planning firm near Wetherby, where you will be part of a collaborative and supportive work culture that values your contributions. With a focus on professional development, this role offers unique opportunities to engage directly with clients and Financial Advisers, ensuring your skills are honed in a dynamic environment. Enjoy competitive remuneration and the chance to grow within a respected team dedicated to delivering exceptional financial planning services.
Contact Details:
WEALTHLINK RECRUITMENT LTD Recruitment Team
