£80000 - £110000 per annum, Benefits: Benefits + Bonus
0113 274 3000
4 months ago
This is an excellent opportunity for an experienced professional to join a business who have experienced continued growth in recent years.
The focus of this role is to manage HNW/UHNW clients and their portfolios;
- Gather client information and provide suitable recommendations
- Provide an outstanding service
- Work closely with Private Bankers and Wealth Planners within the business to deliver the right solutions for client needs
- Represent and lead research
- Contribute strategic and tactical asset allocation changes in model portfolios
- Ensure client affairs are managed in a compliant manner
- Line management of Investment Managers and Assistants
This is an outstanding opportunity for an individual with strong man-management skills who enjoys a mixture of maintaining and building client relationships whilst also demonstrating strong technical and analytical skills.