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Wealth Manager

  • Location


  • Sector:

    Wealth Management

  • Job type:


  • Salary:

    £60000 - £90000 per annum, Benefits: Bonus + Benefits

  • Contact:

    Graeme Winn

  • Contact email:


  • Contact phone:


  • Job ref:


  • Published:

    10 months ago

  • Duration:


  • Expiry date:


  • Startdate:


  • Consultant:


An opportunity has arisen for an Investment Management focussed individual (ideally CISI Level 6 minimum) to join an established Private Bank with an excellent reputation in the market. 
The basics;
- Remote working 
- HNW Client book to inherit
- Devon/Cornwall focus
This is an excellent role for an individual who enjoys autonomy and has a proven ability for time management and enjoys maintaining and growing client relationships. It is essential that the successful individual for this role has a strong network across the region.
The purpose of is to help clients achieve their financial goals and provide bespoke advice. Being part of a dedicated team it will be advantageous to have an understanding of wider financial advice. 
In return you will receive a strong basic package along with market leading benefits and the stability of a strong brand to support your career.